Marshall Financial Group (Maryland)’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367K | Sell |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $241K | Buy |
|