Colton Groome Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-60,309
| Closed | -$2.68M | – | 135 |
|
|
2021
Q4 | $2.68M | Sell |
60,309
-20,597
| -25% | -$914K | 1.09% | 29 |
|
|
2021
Q3 | $3.22M | Buy |
80,906
+89
| +0.1% | +$3.54K | 1.4% | 22 |
|
|
2021
Q2 | $3.19M | Sell |
80,817
-1,084
| -1% | -$42.8K | 1.46% | 21 |
|
|
2021
Q1 | $2.99M | Buy |
81,901
+1,408
| +2% | +$51.4K | 1.67% | 21 |
|
|
2020
Q4 | $2.74M | Sell |
80,493
-6,098
| -7% | -$208K | 1.77% | 19 |
|
|
2020
Q3 | $2.66M | Buy |
+86,591
| New | +$2.66M | 1.87% | 18 |
|