McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-149
| Closed | -$4K | – | 455 |
|
|
2023
Q1 | $4K | Buy |
149
+2
| +1% | +$54 | ﹤0.01% | 278 |
|
|
2022
Q4 | $4K | Hold |
147
| – | – | ﹤0.01% | 285 |
|
|
2022
Q3 | $4K | Buy |
+147
| New | +$4K | ﹤0.01% | 267 |
|
|
2022
Q2 | – | Sell |
-147
| Closed | -$5K | – | 237 |
|
|
2022
Q1 | $5K | Hold |
147
| – | – | ﹤0.01% | 232 |
|
|
2021
Q4 | $6K | Sell |
147
-126
| -46% | -$5.14K | ﹤0.01% | 261 |
|
|
2021
Q3 | $9K | Sell |
273
-135
| -33% | -$4.45K | 0.01% | 219 |
|
|
2021
Q2 | $14K | Hold |
408
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $13K | Buy |
408
+3
| +0.7% | +$96 | 0.01% | 187 |
|
|
2020
Q4 | $12K | Buy |
+405
| New | +$12K | 0.01% | 163 |
|