Perennial Investment 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 Q2	$1.21M	Buy	20,662 +1,433	+7%	+$83.9K	0.12%	159
2025 Q1	$1.03M	Buy	19,229 +8,741	+83%	+$468K	0.12%	158
2024 Q4	$592K	Buy	10,488 +1,832	+21%	+$103K	0.07%	208
2024 Q3	$483K	Buy	8,656 +3,458	+67%	+$193K	0.06%	217
2024 Q2	$276K	Buy	+5,198	New	+$276K	0.04%	285