Pacific Capital Wealth Advisors’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 Q1	–	Sell	-419	Closed	-$23.7K	–	172
2024 Q4	$23.7K	Hold	419	–	–	﹤0.01%	206
2024 Q3	$23.4K	Buy	419 +5	+1%	+$279	﹤0.01%	222
2024 Q2	$22K	Buy	+414	New	+$22K	﹤0.01%	220