One Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
33,289
-14,625
| -31% | -$856K | 0.07% | 157 |
|
|
2025
Q1 | $2.56M | Sell |
47,914
-1,276
| -3% | -$68.3K | 0.09% | 155 |
|
|
2024
Q4 | $2.78M | Sell |
49,190
-5,551
| -10% | -$314K | 0.09% | 142 |
|
|
2024
Q3 | $3.05M | Sell |
54,741
-724
| -1% | -$40.4K | 0.1% | 142 |
|
|
2024
Q2 | $2.95M | Sell |
55,465
-45
| -0.1% | -$2.39K | 0.1% | 147 |
|
|
2024
Q1 | $2.81M | Sell |
55,510
-984
| -2% | -$49.8K | 0.1% | 131 |
|
|
2023
Q4 | $2.61M | Sell |
56,494
-3,728
| -6% | -$172K | 0.1% | 139 |
|
|
2023
Q3 | $2.5M | Buy |
60,222
+3,190
| +6% | +$132K | 0.11% | 134 |
|
|
2023
Q2 | $2.46M | Buy |
+57,032
| New | +$2.46M | 0.11% | 133 |
|