Atria Wealth Solutions’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,028
Closed -$594K 2043
2024
Q1
$594K Buy
12,028
+199
+2% +$9.82K 0.01% 1177
2023
Q4
$523K Sell
11,829
-15,880
-57% -$703K 0.01% 1174
2023
Q3
$1.1M Buy
+27,709
New +$1.1M 0.02% 766