SWM
Selective Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,455
| Closed | -$127K | – | 648 |
|
|
2022
Q3 | $127K | Buy |
1,455
+363
| +33% | +$31.7K | 0.05% | 174 |
|
|
2022
Q2 | $101K | Hold |
1,092
| – | – | 0.04% | 218 |
|
|
2022
Q1 | $121K | Hold |
1,092
| – | – | 0.04% | 186 |
|
|
2021
Q4 | $129K | Hold |
1,092
| – | – | 0.05% | 164 |
|
|
2021
Q3 | $116K | Hold |
1,092
| – | – | 0.06% | 158 |
|
|
2021
Q2 | $116K | Sell |
1,092
-2,060
| -65% | -$219K | 0.09% | 101 |
|
|
2021
Q1 | $310K | Buy |
3,152
+4
| +0.1% | +$393 | 0.28% | 39 |
|
|
2020
Q4 | $293K | Buy |
3,148
+1,258
| +67% | +$117K | 0.19% | 39 |
|
|
2020
Q3 | $158K | Sell |
1,890
-788
| -29% | -$65.9K | 0.12% | 57 |
|
|
2020
Q2 | $204K | Buy |
2,678
+1,260
| +89% | +$96K | 0.17% | 44 |
|
|
2020
Q1 | $91K | Buy |
+1,418
| New | +$91K | 0.14% | 45 |
|