PFS Investments’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
Q2 | $4.51M | Sell |
104,686
-1,421
| -1% | -$61.2K | 0.07% | 236 |
|
|
2023
Q1 | $4.19M | Buy |
106,107
+1,361
| +1% | +$53.8K | 0.07% | 229 |
|
|
2022
Q4 | $3.84M | Sell |
104,746
-66,663
| -39% | -$2.44M | 0.07% | 223 |
|
|
2022
Q3 | $5.84K | Buy |
171,409
+26,285
| +18% | +$895 | 0.11% | 160 |
|
|
2022
Q2 | $5.26M | Sell |
145,124
-2,620
| -2% | -$94.9K | 0.11% | 177 |
|
|
2022
Q1 | $6.42M | Buy |
147,744
+80,708
| +120% | +$3.5M | 0.12% | 162 |
|
|
2021
Q4 | $3.04M | Buy |
+67,036
| New | +$3.04M | 0.06% | 234 |
|