JWM
JFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
14,234
-44,003
| -76% | -$2.24M | 0.15% | 31 |
|
|
2025
Q1 | $2.66M | Sell |
58,237
-679
| -1% | -$31.1K | 0.61% | 15 |
|
|
2024
Q4 | $2.84M | Sell |
58,916
-959
| -2% | -$46.2K | 0.65% | 13 |
|
|
2024
Q3 | $2.83M | Hold |
59,875
| – | – | 0.78% | 14 |
|
|
2024
Q2 | $2.67M | Sell |
59,875
-3,937
| -6% | -$176K | 0.76% | 15 |
|
|
2024
Q1 | $2.73M | Sell |
63,812
-2,760
| -4% | -$118K | 0.73% | 14 |
|
|
2023
Q4 | $2.58M | Sell |
66,572
-1,021
| -2% | -$39.6K | 0.74% | 14 |
|
|
2023
Q3 | $2.35M | Sell |
67,593
-1,001
| -1% | -$34.8K | 0.77% | 11 |
|
|
2023
Q2 | $2.48M | Sell |
68,594
-1,231
| -2% | -$44.5K | 0.76% | 11 |
|
|
2023
Q1 | $2.32M | Buy |
69,825
+45,210
| +184% | +$1.5M | 0.79% | 10 |
|
|
2022
Q4 | $2.3M | Buy |
24,615
+1,496
| +6% | +$140K | 0.75% | 10 |
|
|
2022
Q3 | $2.01M | Hold |
23,119
| – | – | 0.68% | 20 |
|
|
2022
Q2 | $2.13M | Sell |
23,119
-941
| -4% | -$86.8K | 0.78% | 11 |
|
|
2022
Q1 | $2.67M | Buy |
24,060
+1,493
| +7% | +$166K | 0.8% | 10 |
|
|
2021
Q4 | $2.66M | Buy |
22,567
+808
| +4% | +$95.1K | 1% | 10 |
|
|
2021
Q3 | $2.31M | Sell |
21,759
-61
| -0.3% | -$6.48K | 1.1% | 9 |
|
|
2021
Q2 | $2.32M | Buy |
21,820
+7,537
| +53% | +$800K | 1.02% | 9 |
|
|
2021
Q1 | $1.4M | Buy |
14,283
+4,274
| +43% | +$420K | 0.78% | 10 |
|
|
2020
Q4 | $930K | Hold |
10,009
| – | – | 0.5% | 15 |
|
|
2020
Q3 | $836K | Sell |
10,009
-1,979
| -17% | -$165K | 0.59% | 18 |
|
|
2020
Q2 | $915K | Buy |
+11,988
| New | +$915K | 0.88% | 10 |
|