WLPWM
Walled Lake Planning & 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 | $372K | Buy |
7,308
+19
| +0.3% | +$968 | 0.12% | 91 |
|
|
2025
Q1 | $333K | Buy |
7,289
+19
| +0.3% | +$869 | 0.12% | 92 |
|
|
2024
Q4 | $350K | Buy |
7,270
+20
| +0.3% | +$963 | 0.13% | 89 |
|
|
2024
Q3 | $343K | Buy |
7,250
+19
| +0.3% | +$898 | 0.13% | 91 |
|
|
2024
Q2 | $323K | Buy |
7,231
+20
| +0.3% | +$892 | 0.13% | 87 |
|
|
2024
Q1 | $309K | Buy |
7,211
+20
| +0.3% | +$856 | 0.13% | 84 |
|
|
2023
Q4 | $279K | Buy |
7,191
+23
| +0.3% | +$893 | 0.13% | 82 |
|
|
2023
Q3 | $249K | Buy |
7,168
+112
| +2% | +$3.89K | 0.12% | 79 |
|
|
2023
Q2 | $255K | Buy |
7,056
+112
| +2% | +$4.05K | 0.12% | 76 |
|
|
2023
Q1 | $231K | Buy |
+6,944
| New | +$231K | 0.12% | 76 |
|
|
2021
Q4 | – | Sell |
-799
| Closed | -$85K | – | 283 |
|
|
2021
Q3 | $85K | Buy |
+799
| New | +$85K | 0.05% | 127 |
|