Stratos Wealth Partners’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 | $1.42M | Sell |
24,269
-818
| -3% | -$47.9K | 0.02% | 590 |
|
|
2025
Q1 | $1.34M | Sell |
25,087
-878
| -3% | -$47K | 0.02% | 558 |
|
|
2024
Q4 | $1.47M | Buy |
25,965
+157
| +0.6% | +$8.87K | 0.02% | 564 |
|
|
2024
Q3 | $1.44M | Buy |
25,808
+5
| +0% | +$279 | 0.02% | 549 |
|
|
2024
Q2 | $1.37M | Sell |
25,803
-80
| -0.3% | -$4.25K | 0.02% | 553 |
|
|
2024
Q1 | $1.31M | Buy |
25,883
+2,137
| +9% | +$108K | 0.02% | 560 |
|
|
2023
Q4 | $1.1M | Sell |
23,746
-590
| -2% | -$27.3K | 0.02% | 589 |
|
|
2023
Q3 | $1.01M | Buy |
24,336
+977
| +4% | +$40.5K | 0.02% | 572 |
|
|
2023
Q2 | $1.01M | Buy |
23,359
+2,326
| +11% | +$100K | 0.02% | 529 |
|
|
2023
Q1 | $829K | Sell |
21,033
-6,101
| -22% | -$241K | 0.02% | 536 |
|
|
2022
Q4 | $995K | Buy |
27,134
+13,105
| +93% | +$480K | 0.03% | 510 |
|
|
2022
Q3 | $478K | Buy |
14,029
+3,817
| +37% | +$130K | 0.01% | 702 |
|
|
2022
Q2 | $370K | Buy |
10,212
+4,656
| +84% | +$169K | 0.01% | 843 |
|
|
2022
Q1 | $241K | Buy |
+5,556
| New | +$241K | 0.01% | 1082 |
|