FPCP
EFIV icon

Fort Point Capital Partners’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Fort Point Capital Partners’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,617
Closed -$739K – 242
2025
Q2 		$739K Sell
12,617
-133
-1% -$7.21K 0.05% 179
2025
Q1 		$682K Buy
12,750
+290
+2% +$16.3K 0.08% 166
2024
Q4 		$704K Sell
12,460
-127
-1% -$7.25K 0.08% 164
2024
Q3 		$702K Buy
12,587
+331
+3% +$17.8K 0.09% 148
2024
Q2 		$651K Hold
12,256
– – 0.08% 164
2024
Q1 		$621K Buy
12,256
+151
+1% +$7.29K 0.08% 176
2023
Q4 		$559K Sell
12,105
-99
-0.8% -$4.29K 0.08% 163
2023
Q3 		$506K Buy
12,204
+560
+5% +$24.2K 0.08% 144
2023
Q2 		$501K Buy
11,644
+411
+4% +$16.7K 0.07% 152
2023
Q1 		$443K Buy
11,233
+1,596
+17% +$61.1K 0.07% 172
2022
Q4 		$353K Buy
9,637
+50
+0.5% +$1.84K 0.06% 187
2022
Q3 		$326K Buy
9,587
+1,861
+24% +$70.7K 0.05% 194
2022
Q2 		$280K Buy
+7,726
New +$303K 0.05% 231

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FNWM
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BWFA
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KOC
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TF
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SWA
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LWP
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RCS
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