Fingerlakes 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 | $1.99M | Buy |
34,992
+309
| +0.9% | +$17.6K | 1.49% | 23 |
|
|
2025
Q1 | $1.75M | Sell |
34,683
-248
| -0.7% | -$12.5K | 1.49% | 24 |
|
|
2024
Q4 | $1.89M | Sell |
34,931
-1,186
| -3% | -$64K | 1.52% | 24 |
|
|
2024
Q3 | $1.92M | Buy |
36,117
+489
| +1% | +$26.1K | 1.6% | 21 |
|
|
2024
Q2 | $1.82M | Buy |
35,628
+453
| +1% | +$23.1K | 1.63% | 19 |
|
|
2024
Q1 | $1.74M | Buy |
35,175
+2,661
| +8% | +$131K | 1.68% | 19 |
|
|
2023
Q4 | $1.44M | Sell |
32,514
-2,669
| -8% | -$118K | 1.55% | 22 |
|
|
2023
Q3 | $1.4M | Buy |
35,183
+3,775
| +12% | +$150K | 1.71% | 18 |
|
|
2023
Q2 | $1.28M | Buy |
31,408
+3,412
| +12% | +$139K | 1.46% | 22 |
|
|
2023
Q1 | $1.05M | Buy |
27,996
+5,691
| +26% | +$214K | 1.31% | 27 |
|
|
2022
Q4 | $777K | Buy |
22,305
+3,407
| +18% | +$119K | 1.07% | 28 |
|
|
2022
Q3 | $616K | Buy |
18,898
+4,428
| +31% | +$144K | 0.9% | 32 |
|
|
2022
Q2 | $505K | Buy |
+14,470
| New | +$505K | 0.69% | 45 |
|