Wells Financial 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 | $153K | Hold |
2,610
| – | – | 0.21% | 44 |
|
|
2025
Q1 | $140K | Buy |
2,610
+50
| +2% | +$2.68K | 0.19% | 42 |
|
|
2024
Q4 | $145K | Hold |
2,560
| – | – | 0.2% | 46 |
|
|
2024
Q3 | $143K | Sell |
2,560
-838
| -25% | -$46.7K | 0.19% | 46 |
|
|
2024
Q2 | $180K | Hold |
3,398
| – | – | 0.12% | 54 |
|
|
2024
Q1 | $172K | Buy |
3,398
+860
| +34% | +$43.6K | 0.12% | 45 |
|
|
2023
Q4 | $117K | Hold |
2,538
| – | – | 0.09% | 45 |
|
|
2023
Q3 | $105K | Hold |
2,538
| – | – | 0.08% | 46 |
|
|
2023
Q2 | $109K | Buy |
+2,538
| New | +$109K | 0.08% | 46 |
|