R.W. Roge & Company’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Buy |
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|
2025
Q2 | $965K | Sell |
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|
2025
Q1 | $967K | Buy |
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|
2024
Q4 | $992K | Buy |
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|
2024
Q3 | $677K | Buy |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $443K | Sell |
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|
2023
Q1 | $425K | Buy |
|