RETIREMENT CAPITAL STRATEGIES EFIV Holdings History
RETIREMENT CAPITAL STRATEGIES's SPDR S&P 500 ESG ETF Holding Summary
As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 208,033.00 shares of SPDR S&P 500 ESG ETF(EFIV), totaling $11.13 Mil. This investment constitutes 4.35% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 1% of the outstanding SPDR S&P 500 ESG ETF(EFIV) stock.
The initial trade took place in 2021Q3. And since then RETIREMENT CAPITAL STRATEGIES has made 6 purchases of EFIV, at an average price of $45.36, for a total of 1.48 Mil shares. In addition, there have been 8 sales at an average price of $50.15 for 1.28 Mil shares. Based on historical transaction data and EFIV's current price of $59.40, RETIREMENT CAPITAL STRATEGIES's estimated gain on his EFIV holdings is $9.03 Mil, reflecting a 13.42% gain to date.
RETIREMENT CAPITAL STRATEGIES EFIV ($59.40) Holding Chart
RETIREMENT CAPITAL STRATEGIES EFIV ($59.40) 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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