Sheets Smith Investment Management EFIV Holdings History
Sheets Smith Investment Management's SPDR S&P 500 ESG ETF Holding Summary
As of 2025-03-31, Sheets Smith Investment Management held - shares of SPDR S&P 500 ESG ETF(EFIV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sheets Smith Investment Management now holds 0% of the outstanding SPDR S&P 500 ESG ETF(EFIV) stock.
The initial trade took place in 2024Q4. And since then Sheets Smith Investment Management has made 1 purchases of EFIV, at an average price of $57.08, for a total of 113,774.00 shares. In addition, there have been 1 sales at an average price of $56.18 for 113,774.00 shares. Based on historical transaction data and EFIV's current price of $59.72, Sheets Smith Investment Management's estimated gain on his EFIV holdings is $-102,396.60, reflecting a -1.58% gain to date.
Sheets Smith Investment Management EFIV ($59.72) Holding Chart
Sheets Smith Investment Management EFIV ($59.72) 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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