Warren Street Wealth Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
11,714
+155
| +1% | +$9.08K | 0.23% | 48 |
|
|
2025
Q1 | $618K | Hold |
11,559
| – | – | 0.24% | 49 |
|
|
2024
Q4 | $653K | Buy |
11,559
+125
| +1% | +$7.06K | 0.27% | 44 |
|
|
2024
Q3 | $638K | Sell |
11,434
-488
| -4% | -$27.2K | 0.26% | 45 |
|
|
2024
Q2 | $633K | Hold |
11,922
| – | – | 0.31% | 42 |
|
|
2024
Q1 | $604K | Buy |
11,922
+31
| +0.3% | +$1.57K | 0.3% | 45 |
|
|
2023
Q4 | $549K | Buy |
11,891
+69
| +0.6% | +$3.19K | 0.31% | 44 |
|
|
2023
Q3 | $491K | Sell |
11,822
-1
| -0% | -$41 | 0.32% | 40 |
|
|
2023
Q2 | $509K | Buy |
11,823
+70
| +0.6% | +$3.01K | 0.34% | 41 |
|
|
2023
Q1 | $463K | Buy |
11,753
+39
| +0.3% | +$1.54K | 0.33% | 42 |
|
|
2022
Q4 | $429K | Buy |
11,714
+255
| +2% | +$9.35K | 0.34% | 42 |
|
|
2022
Q3 | $390K | Buy |
11,459
+212
| +2% | +$7.22K | 0.39% | 33 |
|
|
2022
Q2 | $407K | Buy |
11,247
+623
| +6% | +$22.5K | 0.39% | 34 |
|
|
2022
Q1 | $461K | Buy |
+10,624
| New | +$461K | 0.4% | 33 |
|