Prio Wealth Limited Partnership’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$348K Hold
2024
Q2
$328K Hold
2024
Q1
$315K Hold
2023
Q4
$286K Hold
2023
Q3
$256K Hold
2023
Q2
$266K Hold
2023
Q1
$245K Hold
2022
Q4
$229K Hold
2022
Q3
$214K Buy
2022
Q2
$221K Buy
2022
Q1
$251K Buy
2021
Q4
$258K Buy
2021
Q3
$228K Buy
2021
Q2
$217K Sell
2021
Q1
$225K Buy