MA
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Mutual Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Mutual Advisors’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,888
Closed -$369K – 1027
2023
Q3 		$369K Buy
+8,888
New +$369K 0.01% 711