Horizon Wealth Management’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	$217K	Buy	+3,701	New	+$217K	0.04%	101
2025 Q1	–	Sell	-3,665	Closed	-$207K	–	106
2024 Q4	$207K	Buy	+3,665	New	+$207K	0.04%	95