RA
Rockingstone Advisors’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $230K | Hold |
4,510
| – | – | 0.12% | 99 |
|
2025
Q1 | $206K | Sell |
4,510
-3,165
| -41% | -$145K | 0.09% | 100 |
|
2024
Q4 | $370K | Sell |
7,675
-165
| -2% | -$7.95K | 0.16% | 90 |
|
2024
Q3 | $370K | Hold |
7,840
| – | – | 0.18% | 87 |
|
2024
Q2 | $350K | Hold |
7,840
| – | – | 0.18% | 91 |
|
2024
Q1 | $336K | Hold |
7,840
| – | – | 0.17% | 95 |
|
2023
Q4 | $304K | Sell |
7,840
-2,400
| -23% | -$93.1K | 0.17% | 93 |
|
2023
Q3 | $356K | Hold |
10,240
| – | – | 0.2% | 96 |
|
2023
Q2 | $370K | Hold |
10,240
| – | – | 0.21% | 89 |
|
2023
Q1 | $340K | Buy |
10,240
+6,305
| +160% | +$210K | 0.21% | 90 |
|
2022
Q4 | $367K | Buy |
+3,935
| New | +$367K | 0.27% | 82 |
|