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Signature Estate & Investment Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Signature Estate & Investment Advisors’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,994
Closed -$220K – 181
2022
Q4 		$220K Buy
+5,994
New +$220K 0.01% 174