HPWM
Highland Private Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,714
| Closed | -$237K | – | 139 |
|
|
2022
Q3 | $237K | Hold |
2,714
| – | – | 0.04% | 161 |
|
|
2022
Q2 | $250K | Hold |
2,714
| – | – | 0.04% | 149 |
|
|
2022
Q1 | $301K | Hold |
2,714
| – | – | 0.04% | 135 |
|
|
2021
Q4 | $319K | Hold |
2,714
| – | – | 0.04% | 134 |
|
|
2021
Q3 | $288K | Sell |
2,714
-1,212
| -31% | -$129K | 0.04% | 135 |
|
|
2021
Q2 | $417K | Buy |
+3,926
| New | +$417K | 0.06% | 105 |
|