Founders Financial Securities’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
2021
Q3
Sell
-23,253
Closed -$919K 304
2021
Q2
$919K Sell
23,253
-3,742
-14% -$148K 0.18% 119
2021
Q1
$985K Sell
26,995
-892
-3% -$32.5K 0.23% 93
2020
Q4
$951K Sell
27,887
-4,755
-15% -$162K 0.23% 81
2020
Q3
$1M Buy
+32,642
New +$1M 0.32% 52