Keystone Financial Group (Kentucky)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,422
| Closed | -$491K | – | 289 |
|
|
2022
Q3 | $491K | Buy |
14,422
+18
| +0.1% | +$613 | 0.1% | 143 |
|
|
2022
Q2 | $522K | Sell |
14,404
-178
| -1% | -$6.45K | 0.1% | 145 |
|
|
2022
Q1 | $633K | Sell |
14,582
-358
| -2% | -$15.5K | 0.11% | 137 |
|
|
2021
Q4 | $677K | Sell |
14,940
-226
| -1% | -$10.2K | 0.11% | 136 |
|
|
2021
Q3 | $612K | Sell |
15,166
-73
| -0.5% | -$2.95K | 0.11% | 143 |
|
|
2021
Q2 | $612K | Buy |
15,239
+178
| +1% | +$7.15K | 0.11% | 144 |
|
|
2021
Q1 | $557K | Buy |
+15,061
| New | +$557K | 0.11% | 147 |
|