GYL Financial Synergies’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,709
| Closed | -$340K | – | 223 |
|
|
2022
Q3 | $340K | Hold |
11,709
| – | – | 0.09% | 140 |
|
|
2022
Q2 | $360K | Hold |
11,709
| – | – | 0.1% | 132 |
|
|
2022
Q1 | $433K | Sell |
11,709
-14,139
| -55% | -$523K | 0.1% | 120 |
|
|
2021
Q4 | $1.01M | Hold |
25,848
| – | – | 0.27% | 60 |
|
|
2021
Q3 | $915K | Hold |
25,848
| – | – | 0.47% | 50 |
|
|
2021
Q2 | $915K | Sell |
25,848
-1,788
| -6% | -$63.3K | 0.47% | 47 |
|
|
2021
Q1 | $905K | Hold |
27,636
| – | – | 0.5% | 44 |
|
|
2020
Q4 | $857K | Buy |
27,636
+13,857
| +101% | +$430K | 0.49% | 44 |
|
|
2020
Q3 | $384K | Buy |
+13,779
| New | +$384K | 0.25% | 103 |
|
|
2020
Q2 | – | Sell |
-11,658
| Closed | -$248K | – | 164 |
|
|
2020
Q1 | $248K | Buy |
11,658
+3,675
| +46% | +$78.2K | 0.16% | 120 |
|
|
2019
Q4 | $210K | Buy |
+7,983
| New | +$210K | 0.09% | 168 |
|