L.J. Altfest & Co’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
2025
Q2
$310K Sell
5,302
-640
-11% -$37.5K 0.04% 281
2025
Q1
$318K Sell
5,942
-284
-5% -$15.2K 0.04% 263
2024
Q4
$352K Buy
+6,226
New +$352K 0.04% 251