TWM
Trevian Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Hold |
15,589
| – | – | 0.48% | 18 |
|
|
2025
Q1 | $713K | Buy |
15,589
+81
| +0.5% | +$3.71K | 0.51% | 16 |
|
|
2024
Q4 | $747K | Buy |
15,508
+23
| +0.1% | +$1.11K | 0.55% | 17 |
|
|
2024
Q3 | $732K | Hold |
15,485
| – | – | 0.6% | 17 |
|
|
2024
Q2 | $691K | Buy |
15,485
+1,270
| +9% | +$56.7K | 3.44% | 8 |
|
|
2024
Q1 | $608K | Buy |
+14,215
| New | +$608K | 0.41% | 19 |
|