Newbridge Financial Services Group’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
Q3 | – | Sell |
-395
| Closed | -$17K | – | 1325 |
|
|
2023
Q2 | $17K | Hold |
395
| – | – | 0.01% | 741 |
|
|
2023
Q1 | $15.6K | Hold |
395
| – | – | 0.01% | 797 |
|
|
2022
Q4 | $14.5K | Hold |
395
| – | – | 0.01% | 813 |
|
|
2022
Q3 | $13K | Hold |
395
| – | – | 0.01% | 812 |
|
|
2022
Q2 | $14K | Hold |
395
| – | – | 0.01% | 749 |
|
|
2022
Q1 | $17K | Buy |
+395
| New | +$17K | 0.01% | 769 |
|