Horst & Graben Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $446K | Sell |
8,747
-292
| -3% | -$14.9K | 0.07% | 108 |
|
2025
Q1 | $414K | Buy |
9,039
+1,473
| +19% | +$67.4K | 0.07% | 106 |
|
2024
Q4 | $364K | Sell |
7,566
-55
| -0.7% | -$2.65K | 0.06% | 109 |
|
2024
Q3 | $360K | Buy |
7,621
+318
| +4% | +$15K | 0.06% | 105 |
|
2024
Q2 | $326K | Buy |
7,303
+136
| +2% | +$6.07K | 0.06% | 103 |
|
2024
Q1 | $307K | Sell |
7,167
-291
| -4% | -$12.5K | 0.06% | 109 |
|
2023
Q4 | $289K | Buy |
7,458
+115
| +2% | +$4.46K | 0.06% | 106 |
|
2023
Q3 | $255K | Buy |
7,343
+111
| +2% | +$3.86K | 0.06% | 111 |
|
2023
Q2 | $262K | Sell |
7,232
-1,009
| -12% | -$36.6K | 0.06% | 109 |
|
2023
Q1 | $274K | Buy |
8,241
+72
| +0.9% | +$2.39K | 0.07% | 105 |
|
2022
Q4 | $254K | Sell |
8,169
-384
| -4% | -$11.9K | 0.07% | 114 |
|
2022
Q3 | $248K | Sell |
8,553
-2,130
| -20% | -$61.8K | 0.07% | 108 |
|
2022
Q2 | $328K | Sell |
10,683
-186
| -2% | -$5.71K | 0.09% | 96 |
|
2022
Q1 | $402K | Sell |
10,869
-4,188
| -28% | -$155K | 0.1% | 92 |
|
2021
Q4 | $591K | Sell |
15,057
-588
| -4% | -$23.1K | 0.15% | 73 |
|
2021
Q3 | $554K | Sell |
15,645
-24
| -0.2% | -$850 | 0.15% | 77 |
|
2021
Q2 | $554K | Sell |
15,669
-1,311
| -8% | -$46.4K | 0.15% | 75 |
|
2021
Q1 | $556K | Buy |
16,980
+684
| +4% | +$22.4K | 0.18% | 74 |
|
2020
Q4 | $505K | Sell |
16,296
-543
| -3% | -$16.8K | 0.17% | 67 |
|
2020
Q3 | $469K | Sell |
16,839
-11,862
| -41% | -$330K | 0.18% | 64 |
|
2020
Q2 | $730K | Buy |
28,701
+3
| +0% | +$76 | 0.32% | 43 |
|
2020
Q1 | $611K | Buy |
+28,698
| New | +$611K | 0.32% | 43 |
|