Kingsview Wealth Management’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
Q4 | – | Sell |
-3,902
| Closed | -$218K | – | 1129 |
|
|
2024
Q3 | $218K | Sell |
3,902
-498
| -11% | -$27.8K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $234K | Sell |
4,400
-1,138
| -21% | -$60.4K | 0.01% | 933 |
|
|
2024
Q1 | $280K | Sell |
5,538
-3,442
| -38% | -$174K | 0.01% | 843 |
|
|
2023
Q4 | $415K | Sell |
8,980
-2,066
| -19% | -$95.4K | 0.01% | 678 |
|
|
2023
Q3 | $458K | Sell |
11,046
-1,788
| -14% | -$74.2K | 0.02% | 635 |
|
|
2023
Q2 | $553K | Sell |
12,834
-677
| -5% | -$29.1K | 0.02% | 564 |
|
|
2023
Q1 | $533K | Sell |
13,511
-8,018
| -37% | -$316K | 0.02% | 558 |
|
|
2022
Q4 | $789K | Sell |
21,529
-2,365
| -10% | -$86.7K | 0.03% | 397 |
|
|
2022
Q3 | $813K | Buy |
23,894
+11,786
| +97% | +$401K | 0.04% | 378 |
|
|
2022
Q2 | $439K | Buy |
+12,108
| New | +$439K | 0.02% | 566 |
|