Warren Street Wealth Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $576K | Sell |
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|
2025
Q2 | $686K | Buy |
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|
2025
Q1 | $618K | Hold |
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|
2024
Q4 | $653K | Buy |
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|
2024
Q3 | $638K | Sell |
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|
2024
Q2 | $633K | Hold |
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|
2024
Q1 | $604K | Buy |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $461K | Buy |
|