Rockbridge Investment Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-840
| Closed | -$32.6K | – | 553 |
|
|
2023
Q4 | $32.6K | Buy |
+840
| New | +$32.6K | 0.01% | 281 |
|
|
2022
Q3 | – | Sell |
-840
| Closed | -$25.8K | – | 525 |
|
|
2022
Q2 | $25.8K | Hold |
840
| – | – | 0.01% | 275 |
|
|
2022
Q1 | $31.1K | Hold |
840
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $33K | Hold |
840
| – | – | ﹤0.01% | 415 |
|
|
2021
Q3 | $30K | Hold |
840
| – | – | 0.01% | 388 |
|
|
2021
Q2 | $30K | Hold |
840
| – | – | 0.01% | 392 |
|
|
2021
Q1 | $27K | Hold |
840
| – | – | 0.01% | 374 |
|
|
2020
Q4 | $26K | Buy |
840
+258
| +44% | +$7.99K | 0.01% | 376 |
|
|
2020
Q3 | $16K | Hold |
582
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $15K | Buy |
+582
| New | +$15K | ﹤0.01% | 380 |
|