Wealthcare Advisory Partners’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $278K | Sell |
5,465
-461
| -8% | -$23.5K | 0.01% | 815 |
|
2025
Q1 | $271K | Buy |
5,926
+1
| +0% | +$46 | 0.01% | 774 |
|
2024
Q4 | $285K | Sell |
5,925
-420
| -7% | -$20.2K | 0.01% | 729 |
|
2024
Q3 | $300K | Sell |
6,345
-9
| -0.1% | -$425 | 0.01% | 722 |
|
2024
Q2 | $283K | Hold |
6,354
| – | – | 0.01% | 695 |
|
2024
Q1 | $272K | Sell |
6,354
-4,718
| -43% | -$202K | 0.01% | 699 |
|
2023
Q4 | $430K | Sell |
11,072
-537
| -5% | -$20.8K | 0.02% | 513 |
|
2023
Q3 | $403K | Sell |
11,609
-777
| -6% | -$27K | 0.02% | 480 |
|
2023
Q2 | $448K | Sell |
12,386
-820
| -6% | -$29.7K | 0.02% | 469 |
|
2023
Q1 | $439K | Buy |
13,206
+5,658
| +75% | +$188K | 0.02% | 494 |
|
2022
Q4 | $235K | Buy |
+7,548
| New | +$235K | 0.01% | 605 |
|