Clearstead Advisors’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 | $550K | Sell |
9,954
-3,679
| -27% | -$203K | 0.01% | 587 |
|
|
2025
Q1 | $688K | Buy |
13,633
+1,624
| +14% | +$81.9K | 0.01% | 494 |
|
|
2024
Q4 | $640K | Buy |
12,009
+2,134
| +22% | +$114K | 0.01% | 506 |
|
|
2024
Q3 | $519K | Sell |
9,875
-999
| -9% | -$52.5K | 0.01% | 557 |
|
|
2024
Q2 | $544K | Buy |
10,874
+3,618
| +50% | +$181K | 0.01% | 520 |
|
|
2024
Q1 | $346K | Buy |
+7,256
| New | +$346K | 0.02% | 377 |
|