Avior Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.79M | Sell |
32,341
-21
| -0.1% | -$1.16K | 0.06% | 193 |
|
2025
Q1 | $1.63M | Sell |
32,362
-633
| -2% | -$31.9K | 0.06% | 198 |
|
2024
Q4 | $1.76M | Sell |
32,995
-4,037
| -11% | -$215K | 0.06% | 188 |
|
2024
Q3 | $1.95M | Sell |
37,032
-17,086
| -32% | -$898K | 0.08% | 168 |
|
2024
Q2 | $2.71M | Buy |
54,118
+12,522
| +30% | +$627K | 0.12% | 143 |
|
2024
Q1 | $1.99M | Buy |
+41,596
| New | +$1.99M | 0.09% | 159 |
|