Financial Gravity Asset Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $154K | Buy |
+3,055
| New | +$154K | 0.03% | 173 |
|
|
2024
Q2 | $322K | Sell |
6,433
-6,619
| -51% | -$331K | 0.08% | 97 |
|
|
2024
Q1 | $595K | Buy |
13,052
+6,148
| +89% | +$280K | 0.08% | 100 |
|
|
2023
Q4 | $301K | Buy |
+6,904
| New | +$301K | ﹤0.01% | 476 |
|
|
2021
Q1 | – | Sell |
-745
| Closed | -$24K | – | 922 |
|
|
2020
Q4 | $24K | Buy |
+745
| New | +$24K | 0.02% | 121 |
|