Zhang Financial’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 | $321K | Buy |
5,487
+743
| +16% | +$43.5K | 0.01% | 234 |
|
|
2025
Q1 | $254K | Hold |
4,744
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $268K | Hold |
4,744
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $265K | Hold |
4,744
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $252K | Buy |
4,744
+200
| +4% | +$10.6K | 0.02% | 237 |
|
|
2024
Q1 | $230K | Buy |
+4,544
| New | +$230K | 0.02% | 247 |
|