CWM
Congress Wealth Management’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 | $220K | Hold |
3,982
| – | – | ﹤0.01% | 1130 |
|
|
2025
Q1 | $201K | Sell |
3,982
-647
| -14% | -$32.6K | ﹤0.01% | 1033 |
|
|
2024
Q4 | $247K | Buy |
4,629
+647
| +16% | +$34.5K | ﹤0.01% | 808 |
|
|
2024
Q3 | $209K | Buy |
+3,982
| New | +$209K | ﹤0.01% | 809 |
|
|
2022
Q2 | – | Sell |
-16,791
| Closed | -$688K | – | 612 |
|
|
2022
Q1 | $688K | Buy |
16,791
+1,121
| +7% | +$45.9K | 0.02% | 400 |
|
|
2021
Q4 | $668K | Buy |
+15,670
| New | +$668K | 0.01% | 423 |
|