Raymond James Trust’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 | $247K | Hold |
4,436
| – | – | 0.01% | 1145 |
|
|
2024
Q2 | $236K | Sell |
4,436
-2,217
| -33% | -$118K | 0.01% | 1109 |
|
|
2024
Q1 | $337K | Hold |
6,653
| – | – | 0.01% | 914 |
|
|
2023
Q4 | $307K | Hold |
6,653
| – | – | 0.01% | 909 |
|
|
2023
Q3 | $276K | Hold |
6,653
| – | – | 0.01% | 908 |
|
|
2023
Q2 | $286K | Hold |
6,653
| – | – | 0.01% | 914 |
|
|
2023
Q1 | $262K | Hold |
6,653
| – | – | 0.01% | 925 |
|
|
2022
Q4 | $244K | Hold |
6,653
| – | – | 0.01% | 943 |
|
|
2022
Q3 | $226K | Hold |
6,653
| – | – | 0.01% | 927 |
|
|
2022
Q2 | $241K | Hold |
6,653
| – | – | 0.01% | 917 |
|
|
2022
Q1 | $289K | Hold |
6,653
| – | – | 0.01% | 900 |
|
|
2021
Q4 | $301K | Buy |
+6,653
| New | +$301K | 0.01% | 900 |
|