Sargent Bickham Lagudis’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $166K | Hold |
4,872
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $143K | Sell |
4,872
-2,388
| -33% | -$70.1K | 0.01% | 271 |
|
|
2022
Q2 | $238K | Hold |
7,260
| – | – | 0.02% | 234 |
|
|
2022
Q1 | $279K | Buy |
7,260
+98
| +1% | +$3.77K | 0.02% | 219 |
|
|
2021
Q4 | $300K | Buy |
7,162
+62
| +0.9% | +$2.6K | 0.02% | 208 |
|
|
2021
Q3 | $293K | Hold |
7,100
| – | – | 0.02% | 210 |
|
|
2021
Q2 | $297K | Buy |
7,100
+2,388
| +51% | +$99.9K | 0.02% | 215 |
|
|
2021
Q1 | $189K | Buy |
4,712
+1,244
| +36% | +$49.9K | 0.02% | 241 |
|
|
2020
Q4 | $135K | Buy |
3,468
+2,030
| +141% | +$79K | 0.01% | 289 |
|
|
2020
Q3 | $49K | Buy |
+1,438
| New | +$49K | ﹤0.01% | 383 |
|