OmniStar Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,960
| Closed | -$504K | – | 121 |
|
|
2024
Q1 | $504K | Sell |
9,960
-1,595
| -14% | -$80.8K | 0.46% | 88 |
|
|
2023
Q4 | $534K | Sell |
11,555
-479
| -4% | -$22.1K | 0.67% | 58 |
|
|
2023
Q3 | $502K | Sell |
12,034
-2
| -0% | -$83 | 0.6% | 62 |
|
|
2023
Q2 | $518K | Sell |
12,036
-23,435
| -66% | -$1.01M | 0.61% | 61 |
|
|
2023
Q1 | $1.4M | Buy |
+35,471
| New | +$1.4M | 1.78% | 12 |
|