UWM
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USAdvisors Wealth Management’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

USAdvisors Wealth Management’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,327
Closed -$219K – 131
2024
Q1 		$219K Buy
+4,327
New +$219K 0.08% 122