UFA
US Financial Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.37M | Buy |
25,687
+1,997
| +8% | +$107K | 0.41% | 36 |
|
|
2024
Q4 | $1.34M | Sell |
23,690
-360
| -1% | -$20.3K | 0.41% | 37 |
|
|
2024
Q3 | $1.34M | Sell |
24,050
-4,900
| -17% | -$273K | 0.42% | 36 |
|
|
2024
Q2 | $1.54M | Sell |
28,950
-2,358
| -8% | -$125K | 0.52% | 34 |
|
|
2024
Q1 | $1.59M | Buy |
31,308
+775
| +3% | +$39.2K | 0.55% | 35 |
|
|
2023
Q4 | $1.41M | Buy |
30,533
+2,363
| +8% | +$109K | 0.53% | 35 |
|
|
2023
Q3 | $1.17M | Buy |
28,170
+2,027
| +8% | +$84.1K | 0.49% | 37 |
|
|
2023
Q2 | $1.13M | Sell |
26,143
-3,406
| -12% | -$147K | 0.48% | 32 |
|
|
2023
Q1 | $1.17M | Buy |
29,549
+2,414
| +9% | +$95.2K | 0.52% | 30 |
|
|
2022
Q4 | $995K | Buy |
+27,135
| New | +$995K | 0.5% | 30 |
|