New York Life Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33,840
| Closed | -$1.4M | – | 1319 |
|
|
2023
Q3 | $1.4M | Sell |
33,840
-4,109
| -11% | -$170K | 0.02% | 572 |
|
|
2023
Q2 | $1.63M | Buy |
+37,949
| New | +$1.63M | 0.02% | 551 |
|
|
2022
Q4 | – | Sell |
-19,286
| Closed | -$656K | – | 1200 |
|
|
2022
Q3 | $656K | Buy |
19,286
+5,493
| +40% | +$187K | 0.01% | 663 |
|
|
2022
Q2 | $500K | Sell |
13,793
-3,171
| -19% | -$115K | 0.01% | 720 |
|
|
2022
Q1 | $737K | Buy |
16,964
+8,677
| +105% | +$377K | 0.04% | 43 |
|
|
2021
Q4 | $375K | Buy |
+8,287
| New | +$375K | 0.02% | 44 |
|