Walled Lake Planning & Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $85K | Buy |
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