West Coast Financial’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 | – | Sell |
-16,151
| Closed | -$739K | – | 132 |
|
|
2025
Q1 | $739K | Hold |
16,151
| – | – | 0.08% | 84 |
|
|
2024
Q4 | $778K | Buy |
16,151
+8,704
| +117% | +$419K | 0.09% | 84 |
|
|
2024
Q3 | $352K | Hold |
7,447
| – | – | 0.04% | 131 |
|
|
2024
Q2 | $332K | Sell |
7,447
-5,326
| -42% | -$238K | 0.04% | 126 |
|
|
2024
Q1 | $547K | Sell |
12,773
-922
| -7% | -$39.5K | 0.07% | 92 |
|
|
2023
Q4 | $532K | Buy |
13,695
+1,843
| +16% | +$71.5K | 0.07% | 92 |
|
|
2023
Q3 | $412K | Sell |
11,852
-2,010
| -15% | -$69.8K | 0.06% | 98 |
|
|
2023
Q2 | $501K | Sell |
13,862
-3,610
| -21% | -$131K | 0.07% | 94 |
|
|
2023
Q1 | $581K | Hold |
17,472
| – | – | 0.09% | 86 |
|
|
2022
Q4 | $544K | Hold |
17,472
| – | – | 0.09% | 82 |
|
|
2022
Q3 | $508K | Hold |
17,472
| – | – | 0.09% | 82 |
|
|
2022
Q2 | $537K | Buy |
17,472
+69
| +0.4% | +$2.12K | 0.1% | 79 |
|
|
2022
Q1 | $644K | Hold |
17,403
| – | – | 0.1% | 77 |
|
|
2021
Q4 | $683K | Sell |
17,403
-750
| -4% | -$29.4K | 0.1% | 78 |
|
|
2021
Q3 | $643K | Hold |
18,153
| – | – | 0.1% | 81 |
|
|
2021
Q2 | $642K | Hold |
18,153
| – | – | 0.1% | 81 |
|
|
2021
Q1 | $594K | Sell |
18,153
-456
| -2% | -$14.9K | 0.1% | 78 |
|
|
2020
Q4 | $577K | Buy |
18,609
+1,476
| +9% | +$45.8K | 0.11% | 78 |
|
|
2020
Q3 | $477K | Buy |
17,133
+1,752
| +11% | +$48.8K | 0.11% | 80 |
|
|
2020
Q2 | $391K | Sell |
15,381
-2,565
| -14% | -$65.2K | 0.1% | 79 |
|
|
2020
Q1 | $382K | Sell |
17,946
-3,624
| -17% | -$77.1K | 0.1% | 75 |
|
|
2019
Q4 | $567K | Sell |
21,570
-1,206
| -5% | -$31.7K | 0.12% | 75 |
|
|
2019
Q3 | $552K | Hold |
22,776
| – | – | 0.13% | 78 |
|
|
2019
Q2 | $543K | Buy |
+22,776
| New | +$543K | 0.12% | 76 |
|
|
2018
Q3 | – | Sell |
-9,141
| Closed | -$201K | – | 138 |
|
|
2018
Q2 | $201K | Buy |
+9,141
| New | +$201K | 0.06% | 106 |
|