Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $337K | Hold |
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|
2023
Q4 | $307K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $301K | Buy |
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