Carson Wealth (CWM LLC)’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Hold |
628
| – | – | ﹤0.01% | 3534 |
|
|
2025
Q1 | $32K | Buy |
+628
| New | +$32K | ﹤0.01% | 3341 |
|
|
2023
Q1 | – | Sell |
-53
| Closed | -$2K | – | 4313 |
|
|
2022
Q4 | $2K | Sell |
53
-348
| -87% | -$13.1K | ﹤0.01% | 3620 |
|
|
2022
Q3 | $13K | Hold |
401
| – | – | ﹤0.01% | 2525 |
|
|
2022
Q2 | $14K | Buy |
+401
| New | +$14K | ﹤0.01% | 2381 |
|
|
2022
Q1 | – | Sell |
-5,392
| Closed | -$230K | – | 3824 |
|
|
2021
Q4 | $230K | Buy |
+5,392
| New | +$230K | ﹤0.01% | 967 |
|