SWA
Sax Wealth Advisors’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 | $1.15M | Hold |
19,612
| – | – | 0.07% | 160 |
|
|
2025
Q1 | $1.05M | Hold |
19,612
| – | – | 0.08% | 135 |
|
|
2024
Q4 | $1.11M | Hold |
19,612
| – | – | 0.09% | 114 |
|
|
2024
Q3 | $1.09M | Buy |
19,612
+3,862
| +25% | +$215K | 0.1% | 85 |
|
|
2024
Q2 | $836K | Hold |
15,750
| – | – | 0.08% | 101 |
|
|
2024
Q1 | $798K | Buy |
+15,750
| New | +$798K | 0.09% | 85 |
|