BIRCHBROOK, INC. EFIV Holdings History

Number of Shares
19,702.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
0.59%
Total Estimate Gain
$77,625.88
% of Total Estimate Gain
7.01%

BIRCHBROOK, INC.'s SPDR S&P 500 ESG ETF Holding Summary

As of 2025-03-31, BIRCHBROOK, INC. held 19,702.00 shares of SPDR S&P 500 ESG ETF(EFIV), totaling $1.05 Mil. This investment constitutes 0.59% of their stock portfolio, and BIRCHBROOK, INC. now holds 0.1% of the outstanding SPDR S&P 500 ESG ETF(EFIV) stock.

The initial trade took place in 2025Q1. And since then BIRCHBROOK, INC. has made 1 purchases of EFIV, at an average price of $56.18, for a total of 19,702.00 shares. Based on historical transaction data and EFIV's current price of $60.12, BIRCHBROOK, INC.'s estimated gain on his EFIV holdings is $77,625.88, reflecting a 7.01% gain to date.

BIRCHBROOK, INC. EFIV ($60.12) Holding Chart

BIRCHBROOK, INC. EFIV ($60.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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