Walkner Condon Financial Advisors’s SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Sell
14,372
-3,038
-17% -$89.4K 0.08% 183
2025
Q1
$495K Buy
17,410
+3,467
+25% +$98.6K 0.1% 155
2024
Q4
$438K Buy
13,943
+2,532
+22% +$79.6K 0.09% 176
2024
Q3
$361K Buy
+11,411
New +$361K 0.07% 190