Geneos Wealth Management’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 | $3.81K | Sell |
65
-1,325
| -95% | -$77.6K | ﹤0.01% | 2646 |
|
|
2025
Q1 | $74.4K | Buy |
1,390
+1,153
| +486% | +$61.7K | ﹤0.01% | 1716 |
|
|
2024
Q4 | $13.4K | Buy |
237
+8
| +3% | +$452 | ﹤0.01% | 1921 |
|
|
2024
Q3 | $12.8K | Hold |
229
| – | – | ﹤0.01% | 1736 |
|
|
2024
Q2 | $12.2K | Buy |
229
+4
| +2% | +$212 | ﹤0.01% | 1500 |
|
|
2024
Q1 | $11.4K | Buy |
225
+47
| +26% | +$2.38K | ﹤0.01% | 1517 |
|
|
2023
Q4 | $8.22K | Buy |
178
+53
| +42% | +$2.45K | ﹤0.01% | 1596 |
|
|
2023
Q3 | $5.19K | Sell |
125
-1,034
| -89% | -$42.9K | ﹤0.01% | 1738 |
|
|
2023
Q2 | $49.9K | Hold |
1,159
| – | – | ﹤0.01% | 1081 |
|
|
2023
Q1 | $45.7K | Hold |
1,159
| – | – | ﹤0.01% | 1109 |
|
|
2022
Q4 | $42.5K | Buy |
1,159
+13
| +1% | +$477 | ﹤0.01% | 1105 |
|
|
2022
Q3 | $39K | Hold |
1,146
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q2 | $41K | Buy |
1,146
+1,021
| +817% | +$36.5K | ﹤0.01% | 1369 |
|
|
2022
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 2326 |
|
|
2021
Q4 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 2394 |
|