Carolina Wealth Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56.5K | Sell |
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|
2025
Q2 | $56.6K | Sell |
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|
2025
Q1 | $54.9K | Sell |
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|
2024
Q4 | $63.6K | Sell |
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|
2024
Q3 | $65.4K | Hold |
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|
2024
Q2 | $62.3K | Sell |
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|
2024
Q1 | $63.3K | Hold |
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|
2023
Q4 | $57.6K | Sell |
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|
2023
Q3 | $54K | Buy |
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|
2023
Q2 | $48.1K | Hold |
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|
2023
Q1 | $44.1K | Sell |
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|
2022
Q4 | $43K | Buy |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q3 | $27K | Buy |
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