Fortis Capital Management’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,715
| Closed | -$345K | – | 141 |
|
|
2023
Q3 | $345K | Buy |
9,715
+1,275
| +15% | +$45.2K | 0.11% | 107 |
|
|
2023
Q2 | $318K | Sell |
8,440
-1,442
| -15% | -$54.3K | 0.11% | 84 |
|
|
2023
Q1 | $366K | Buy |
9,882
+482
| +5% | +$17.9K | 0.15% | 75 |
|
|
2022
Q4 | $320K | Buy |
9,400
+1,364
| +17% | +$46.4K | 0.24% | 70 |
|
|
2022
Q3 | $235K | Buy |
8,036
+1,226
| +18% | +$35.9K | 0.2% | 74 |
|
|
2022
Q2 | $223K | Buy |
+6,810
| New | +$223K | 0.22% | 72 |
|