Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
30,279
+1,140
| +4% | +$64.8K | 0.05% | 121 |
|
|
2025
Q1 | $1.47M | Sell |
29,139
-1,953
| -6% | -$98.4K | 0.05% | 119 |
|
|
2024
Q4 | $1.68M | Hold |
31,092
| – | – | 0.05% | 115 |
|
|
2024
Q3 | $1.66M | Sell |
31,092
-450
| -1% | -$24K | 0.05% | 115 |
|
|
2024
Q2 | $1.61M | Sell |
31,542
-5,037
| -14% | -$257K | 0.05% | 110 |
|
|
2024
Q1 | $1.81M | Sell |
36,579
-6,558
| -15% | -$324K | 0.06% | 110 |
|
|
2023
Q4 | $1.91M | Buy |
43,137
+22,187
| +106% | +$982K | 0.07% | 108 |
|
|
2023
Q3 | $831K | Sell |
20,950
-134
| -0.6% | -$5.31K | 0.03% | 120 |
|
|
2023
Q2 | $857K | Sell |
21,084
-3,153
| -13% | -$128K | 0.03% | 124 |
|
|
2023
Q1 | $911K | Sell |
24,237
-12,199
| -33% | -$458K | 0.03% | 119 |
|
|
2022
Q4 | $1.27M | Buy |
36,436
+24,378
| +202% | +$849K | 0.05% | 114 |
|
|
2022
Q3 | $393K | Sell |
12,058
-40,282
| -77% | -$1.31M | 0.02% | 143 |
|
|
2022
Q2 | $1.83M | Buy |
+52,340
| New | +$1.83M | 0.07% | 110 |
|
|
2022
Q1 | – | Sell |
-10,553
| Closed | -$468K | – | 213 |
|
|
2021
Q4 | $468K | Buy |
+10,553
| New | +$468K | 0.02% | 146 |
|