LWP
Laurel Wealth Planning’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 | $10.4M | Sell |
177,279
-20,248
| -10% | -$1.19M | 5.9% | 3 |
|
|
2025
Q1 | $10.6M | Sell |
197,527
-15,076
| -7% | -$807K | 7.02% | 2 |
|
|
2024
Q4 | $12M | Sell |
212,603
-2,588
| -1% | -$146K | 7.75% | 1 |
|
|
2024
Q3 | $12M | Sell |
215,191
-7,006
| -3% | -$391K | 7.84% | 1 |
|
|
2024
Q2 | $11.8M | Sell |
222,197
-4,086
| -2% | -$217K | 8.21% | 1 |
|
|
2024
Q1 | $11.5M | Sell |
226,283
-1,827
| -0.8% | -$92.5K | 7.61% | 1 |
|
|
2023
Q4 | $10.5M | Buy |
+228,110
| New | +$10.5M | 7.46% | 1 |
|