Journey Strategic Wealth’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.75M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $271K | Buy |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $267K | Buy |
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