Wolf Group Capital Advisors’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
Q1 | – | Sell |
-5,888
| Closed | -$213K | – | 179 |
|
2024
Q4 | $213K | Hold |
5,888
| – | – | 0.1% | 100 |
|
2024
Q3 | $213K | Buy |
+5,888
| New | +$213K | 0.1% | 101 |
|
2024
Q2 | – | Sell |
-5,888
| Closed | -$213K | – | 139 |
|
2024
Q1 | $213K | Hold |
5,888
| – | – | 0.1% | 101 |
|
2023
Q4 | $213K | Buy |
+5,888
| New | +$213K | 0.1% | 102 |
|
2023
Q3 | – | Sell |
-5,890
| Closed | -$203K | – | 110 |
|
2023
Q2 | $203K | Buy |
+5,890
| New | +$203K | 0.1% | 103 |
|
2022
Q1 | – | Sell |
-7,995
| Closed | -$314K | – | 141 |
|
2021
Q4 | $314K | Buy |
+7,995
| New | +$314K | 0.05% | 127 |
|