Congress Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Congress Wealth Management’s Portfolio SNPE Stock Details SNPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Hold
2025 Q1	$201K	Sell
2024 Q4	$247K	Buy
2024 Q3	$209K	Buy
2022 Q2	–	Sell
2022 Q1	$688K	Buy
2021 Q4	$668K	Buy