Guardian Wealth Advisors (North Carolina)’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 | $49.8K | Buy |
850
+19
| +2% | +$1.11K | ﹤0.01% | 397 |
|
|
2025
Q1 | $44.5K | Buy |
831
+71
| +9% | +$3.8K | ﹤0.01% | 383 |
|
|
2024
Q4 | $42.9K | Hold |
760
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $42.4K | Sell |
760
-400
| -34% | -$22.3K | ﹤0.01% | 316 |
|
|
2024
Q2 | $61.6K | Buy |
1,160
+119
| +11% | +$6.32K | 0.01% | 290 |
|
|
2024
Q1 | $52.7K | Hold |
1,041
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $48.1K | Buy |
1,041
+17
| +2% | +$785 | 0.01% | 307 |
|
|
2023
Q3 | $42.5K | Buy |
1,024
+903
| +746% | +$37.5K | 0.01% | 304 |
|
|
2023
Q2 | $5.21K | Buy |
+121
| New | +$5.21K | ﹤0.01% | 359 |
|