Tradewinds Capital Management’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 | $91.7K | Buy |
1,567
+123
| +9% | +$7.2K | 0.02% | 146 |
|
|
2025
Q1 | $77.3K | Buy |
1,444
+129
| +10% | +$6.9K | 0.02% | 159 |
|
|
2024
Q4 | $74.3K | Buy |
1,315
+496
| +61% | +$28K | 0.02% | 172 |
|
|
2024
Q3 | $45.7K | Buy |
819
+25
| +3% | +$1.39K | 0.01% | 193 |
|
|
2024
Q2 | $42.2K | Buy |
794
+579
| +269% | +$30.7K | 0.01% | 189 |
|
|
2024
Q1 | $10.9K | Hold |
215
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $9.93K | Hold |
215
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $8.92K | Hold |
215
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $9.26K | Hold |
215
| – | – | ﹤0.01% | 239 |
|
|
2023
Q1 | $8.48K | Buy |
+215
| New | +$8.48K | ﹤0.01% | 248 |
|