Fort Point Capital Partners’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Sell |
12,617
-133
| -1% | -$7.79K | 0.05% | 165 |
|
|
2025
Q1 | $682K | Buy |
12,750
+290
| +2% | +$15.5K | 0.08% | 159 |
|
|
2024
Q4 | $704K | Sell |
12,460
-127
| -1% | -$7.17K | 0.08% | 156 |
|
|
2024
Q3 | $702K | Buy |
12,587
+331
| +3% | +$18.5K | 0.09% | 144 |
|
|
2024
Q2 | $651K | Hold |
12,256
| – | – | 0.08% | 160 |
|
|
2024
Q1 | $621K | Buy |
12,256
+151
| +1% | +$7.65K | 0.08% | 171 |
|
|
2023
Q4 | $559K | Sell |
12,105
-99
| -0.8% | -$4.57K | 0.08% | 155 |
|
|
2023
Q3 | $506K | Buy |
12,204
+560
| +5% | +$23.2K | 0.08% | 137 |
|
|
2023
Q2 | $501K | Buy |
11,644
+411
| +4% | +$17.7K | 0.07% | 144 |
|
|
2023
Q1 | $443K | Buy |
11,233
+1,596
| +17% | +$62.9K | 0.07% | 164 |
|
|
2022
Q4 | $353K | Buy |
9,637
+50
| +0.5% | +$1.83K | 0.06% | 179 |
|
|
2022
Q3 | $326K | Buy |
9,587
+1,861
| +24% | +$63.3K | 0.05% | 185 |
|
|
2022
Q2 | $280K | Buy |
+7,726
| New | +$280K | 0.05% | 221 |
|