Sigma Planning Corp’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
4,029
-3
| -0.1% | -$176 | 0.01% | 1097 |
|
|
2025
Q1 | $216K | Buy |
4,032
+22
| +0.5% | +$1.18K | 0.01% | 1092 |
|
|
2024
Q4 | $226K | Sell |
4,010
-28
| -0.7% | -$1.58K | 0.01% | 1037 |
|
|
2024
Q3 | $225K | Sell |
4,038
-106
| -3% | -$5.91K | 0.01% | 1082 |
|
|
2024
Q2 | $220K | Buy |
+4,144
| New | +$220K | 0.01% | 1042 |
|