Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48K | Sell |
179
-392
| -69% | -$18.6K | ﹤0.01% | 2384 |
|
|
2025
Q1 | $24.5K | Buy |
571
+332
| +139% | +$14.3K | ﹤0.01% | 2237 |
|
|
2024
Q4 | $9.52K | Sell |
239
-29
| -11% | -$1.16K | ﹤0.01% | 2069 |
|
|
2024
Q3 | $11.7K | Buy |
268
+171
| +176% | +$7.48K | ﹤0.01% | 1773 |
|
|
2024
Q2 | $3.96K | Sell |
97
-4
| -4% | -$163 | ﹤0.01% | 1768 |
|
|
2024
Q1 | $4.2K | Buy |
101
+43
| +74% | +$1.79K | ﹤0.01% | 1747 |
|
|
2023
Q4 | $2.26K | Buy |
+58
| New | +$2.26K | ﹤0.01% | 1898 |
|
|
2022
Q3 | – | Sell |
-600
| Closed | -$19K | – | 2173 |
|
|
2022
Q2 | $19K | Hold |
600
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q1 | $23K | Hold |
600
| – | – | ﹤0.01% | 1736 |
|
|
2021
Q4 | $25K | Hold |
600
| – | – | ﹤0.01% | 1764 |
|
|
2021
Q3 | $24K | Hold |
600
| – | – | ﹤0.01% | 1818 |
|
|
2021
Q2 | $25K | Sell |
600
-1,276
| -68% | -$53.2K | ﹤0.01% | 1795 |
|
|
2021
Q1 | $77K | Hold |
1,876
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q4 | $24K | Buy |
1,876
+1,276
| +213% | +$16.3K | ﹤0.01% | 1790 |
|
|
2020
Q3 | $20K | Hold |
600
| – | – | ﹤0.01% | 1648 |
|
|
2020
Q2 | $19K | Hold |
600
| – | – | ﹤0.01% | 1636 |
|
|
2020
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 1654 |
|
|
2019
Q3 | $20K | Hold |
600
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q2 | $20K | Hold |
600
| – | – | ﹤0.01% | 1617 |
|
|
2019
Q1 | $19K | Hold |
600
| – | – | ﹤0.01% | 1593 |
|
|
2018
Q4 | $18K | Hold |
600
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q3 | $21K | Hold |
600
| – | – | ﹤0.01% | 1546 |
|
|
2018
Q2 | $20K | Buy |
+600
| New | +$20K | ﹤0.01% | 1438 |
|