Congress Wealth Management’s Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF ESEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,962
Closed -$271K 648
2023
Q4
$271K Buy
15,962
+1,677
+12% +$28.5K 0.01% 549
2023
Q3
$227K Buy
14,285
+3,343
+31% +$53.1K ﹤0.01% 565
2023
Q2
$183K Buy
10,942
+223
+2% +$3.74K ﹤0.01% 545
2023
Q1
$179K Buy
+10,719
New +$179K ﹤0.01% 544