Retirement Capital Strategies’s 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
Q2 | $10.3M | Sell |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $38.2M | Sell |
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|
2024
Q2 | $37.1M | Buy |
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|
2024
Q1 | $7.12M | Sell |
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|
2023
Q4 | $32.8M | Buy |
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|
2023
Q3 | $5.11M | Sell |
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|
2023
Q2 | $7.46M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.49M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.96M | Buy |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.66M | Buy |
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