KOC
Koss-Olinger Consulting’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Sell |
414,067
-52,738
| -11% | -$3.09M | 1.99% | 13 |
|
|
2025
Q1 | $25M | Buy |
466,805
+109,350
| +31% | +$5.85M | 2.1% | 14 |
|
|
2024
Q4 | $20.2M | Buy |
357,455
+2,580
| +0.7% | +$146K | 1.77% | 18 |
|
|
2024
Q3 | $19.8M | Buy |
354,875
+2,880
| +0.8% | +$161K | 1.72% | 18 |
|
|
2024
Q2 | $18.7M | Buy |
+351,995
| New | +$18.7M | 1.73% | 17 |
|
|
2024
Q1 | – | Sell |
-282,843
| Closed | -$13.1M | – | 120 |
|
|
2023
Q4 | $13.1M | Buy |
282,843
+51,081
| +22% | +$2.36M | 1.28% | 16 |
|
|
2023
Q3 | $9.62M | Buy |
231,762
+104,913
| +83% | +$4.35M | 1.42% | 14 |
|
|
2023
Q2 | $5.46M | Hold |
126,849
| – | – | 0.63% | 22 |
|
|
2023
Q1 | $5M | Hold |
126,849
| – | – | 0.62% | 22 |
|
|
2022
Q4 | $4.65M | Buy |
+126,849
| New | +$4.65M | 0.67% | 22 |
|