Fort Point Capital Partners’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Sell |
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|
2025
Q1 | $682K | Buy |
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|
2024
Q4 | $704K | Sell |
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|
2024
Q3 | $702K | Buy |
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|
2024
Q2 | $651K | Hold |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $506K | Buy |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $280K | Buy |
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