Laidlaw Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-18,477
Closed -$684K 411
2022
Q1
$684K Buy
18,477
+7,404
+67% +$274K 0.11% 182
2021
Q4
$434K Buy
11,073
+1,692
+18% +$66.3K 0.07% 246
2021
Q3
$332K Buy
+9,381
New +$332K 0.09% 184