GPS Wealth Strategies Group’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76K | Buy |
+30
| New | +$1.76K | ﹤0.01% | 1373 |
|
|
2023
Q4 | – | Sell |
-16
| Closed | -$664 | – | 1266 |
|
|
2023
Q3 | $664 | Hold |
16
| – | – | ﹤0.01% | 1200 |
|
|
2023
Q2 | $689 | Hold |
16
| – | – | ﹤0.01% | 1182 |
|
|
2023
Q1 | $631 | Buy |
+16
| New | +$631 | ﹤0.01% | 1187 |
|
|
2022
Q4 | – | Sell |
-16
| Closed | -$1K | – | 400 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1062 |
|
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 993 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1013 |
|