Marshall Financial Group (Maryland)’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 | $341K | Sell |
5,807
-263
| -4% | -$15.5K | 0.07% | 203 |
|
|
2025
Q1 | $325K | Hold |
6,070
| – | – | 0.07% | 187 |
|
|
2024
Q4 | $343K | Sell |
6,070
-349
| -5% | -$19.7K | 0.08% | 168 |
|
|
2024
Q3 | $358K | Sell |
6,419
-138
| -2% | -$7.7K | 0.09% | 168 |
|
|
2024
Q2 | $348K | Hold |
6,557
| – | – | 0.1% | 141 |
|
|
2024
Q1 | $332K | Buy |
6,557
+428
| +7% | +$21.7K | 0.1% | 144 |
|
|
2023
Q4 | $283K | Sell |
6,129
-1,444
| -19% | -$66.7K | 0.09% | 152 |
|
|
2023
Q3 | $314K | Sell |
7,573
-48
| -0.6% | -$1.99K | 0.11% | 144 |
|
|
2023
Q2 | $328K | Buy |
7,621
+1,500
| +25% | +$64.6K | 0.11% | 140 |
|
|
2023
Q1 | $241K | Buy |
+6,121
| New | +$241K | 0.09% | 157 |
|