Raymond James Financial Services 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
2024
Q3
$599K Buy
10,751
+725
+7% +$40.4K ﹤0.01% 2488
2024
Q2
$532K Buy
10,026
+102
+1% +$5.42K ﹤0.01% 2486
2024
Q1
$503K Buy
9,924
+3,204
+48% +$162K ﹤0.01% 2498
2023
Q4
$310K Buy
+6,720
New +$310K ﹤0.01% 2710