Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $789K | Sell |
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|
2022
Q3 | $813K | Buy |
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|
2022
Q2 | $439K | Buy |
|