Zurich Insurance Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,516
| Closed | -$628K | – | 240 |
|
|
2024
Q1 | $628K | Hold |
12,516
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $580K | Buy |
12,516
+420
| +3% | +$19.5K | 0.01% | 226 |
|
|
2023
Q3 | $509K | Sell |
12,096
-4,664
| -28% | -$196K | 0.01% | 226 |
|
|
2023
Q2 | $734K | Sell |
16,760
-1,380
| -8% | -$60.4K | 0.01% | 231 |
|
|
2023
Q1 | $717K | Buy |
18,140
+6,240
| +52% | +$247K | 0.01% | 239 |
|
|
2022
Q4 | $407K | Sell |
11,900
-1,000
| -8% | -$34.2K | 0.01% | 218 |
|
|
2022
Q3 | $441K | Buy |
+12,900
| New | +$441K | 0.01% | 223 |
|