Geneos Wealth Management’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
Q3 | $4.13K | Hold |
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|
2025
Q2 | $3.81K | Sell |
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|
2025
Q1 | $74.4K | Buy |
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|
2024
Q4 | $13.4K | Buy |
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|
2024
Q3 | $12.8K | Hold |
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|
2024
Q2 | $12.2K | Buy |
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|
2024
Q1 | $11.4K | Buy |
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|
2023
Q4 | $8.22K | Buy |
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|
2023
Q3 | $5.19K | Sell |
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|
2023
Q2 | $49.9K | Hold |
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|
2023
Q1 | $45.7K | Hold |
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|
2022
Q4 | $42.5K | Buy |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $41K | Buy |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Buy |
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