Good Life Advisors’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 | $381K | Buy |
6,505
+1,316
| +25% | +$77.1K | 0.02% | 350 |
|
|
2025
Q1 | $278K | Buy |
5,189
+1,096
| +27% | +$58.6K | 0.02% | 398 |
|
|
2024
Q4 | $231K | Hold |
4,093
| – | – | 0.02% | 423 |
|
|
2024
Q3 | $228K | Sell |
4,093
-51
| -1% | -$2.84K | 0.01% | 525 |
|
|
2024
Q2 | $220K | Sell |
4,144
-3
| -0.1% | -$159 | 0.02% | 411 |
|
|
2024
Q1 | $210K | Buy |
+4,147
| New | +$210K | 0.02% | 422 |
|