Stratos Wealth Partners’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $829K | Sell |
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|
2022
Q4 | $995K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $241K | Buy |
|