RIS
Retirement Income Solutions’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Buy |
14,609
+1,012
| +7% | +$59.3K | 0.16% | 56 |
|
|
2025
Q1 | $727K | Hold |
13,597
| – | – | 0.15% | 57 |
|
|
2024
Q4 | $768K | Sell |
13,597
-39
| -0.3% | -$2.2K | 0.16% | 53 |
|
|
2024
Q3 | $760K | Hold |
13,636
| – | – | 0.17% | 54 |
|
|
2024
Q2 | $724K | Sell |
13,636
-5,711
| -30% | -$303K | 0.17% | 53 |
|
|
2024
Q1 | $980K | Sell |
19,347
-1,015
| -5% | -$51.4K | 0.22% | 49 |
|
|
2023
Q4 | $941K | Buy |
20,362
+2,560
| +14% | +$118K | 0.23% | 48 |
|
|
2023
Q3 | $739K | Buy |
17,802
+836
| +5% | +$34.7K | 0.21% | 55 |
|
|
2023
Q2 | $730K | Buy |
16,966
+2,495
| +17% | +$107K | 0.2% | 58 |
|
|
2023
Q1 | $571K | Sell |
14,471
-318
| -2% | -$12.5K | 0.17% | 66 |
|
|
2022
Q4 | $542K | Buy |
14,789
+7,427
| +101% | +$272K | 0.17% | 65 |
|
|
2022
Q3 | $255K | Buy |
7,362
+829
| +13% | +$28.7K | 0.09% | 95 |
|
|
2022
Q2 | $237K | Sell |
6,533
-16,302
| -71% | -$591K | 0.08% | 96 |
|
|
2022
Q1 | $991K | Buy |
+22,835
| New | +$991K | 0.27% | 36 |
|