Retirement Income Solutions’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
Q3 | $880K | Sell |
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|
2025
Q2 | $855K | Buy |
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|
2025
Q1 | $727K | Hold |
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|
2024
Q4 | $768K | Sell |
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|
2024
Q3 | $760K | Hold |
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|
2024
Q2 | $724K | Sell |
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|
2024
Q1 | $980K | Sell |
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|
2023
Q4 | $941K | Buy |
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|
2023
Q3 | $739K | Buy |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $991K | Buy |
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