IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-119
| Closed | -$6.03K | – | 3257 |
|
|
2024
Q1 | $6.03K | Buy |
+119
| New | +$6.03K | ﹤0.01% | 2401 |
|
|
2023
Q4 | – | Sell |
-778
| Closed | -$32.3K | – | 3123 |
|
|
2023
Q3 | $32.3K | Hold |
778
| – | – | ﹤0.01% | 1745 |
|
|
2023
Q2 | $33.5K | Hold |
778
| – | – | ﹤0.01% | 1782 |
|
|
2023
Q1 | $23.4K | Sell |
778
-1,726
| -69% | -$51.9K | ﹤0.01% | 1948 |
|
|
2022
Q4 | $75K | Sell |
2,504
-322
| -11% | -$9.65K | ﹤0.01% | 1945 |
|
|
2022
Q3 | $85K | Buy |
+2,826
| New | +$85K | ﹤0.01% | 1975 |
|