Geneos Wealth Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.8K | Buy |
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|
2025
Q2 | $31.7K | Sell |
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|
2025
Q1 | $56.2K | Buy |
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|
2024
Q4 | $32.9K | Buy |
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|
2024
Q3 | $32.2K | Hold |
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|
2024
Q2 | $30.9K | Sell |
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|
2024
Q1 | $79.2K | Sell |
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|
2023
Q4 | $98.3K | Sell |
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|
2023
Q3 | $91.9K | Sell |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $95.3K | Hold |
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|
2022
Q3 | $89K | Sell |
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|
2022
Q2 | $111K | Buy |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $122K | Buy |
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|
2021
Q3 | $95K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $90K | Buy |
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|
2020
Q4 | $79K | Buy |
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|
2020
Q3 | $40K | Hold |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $32K | Sell |
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|
2019
Q4 | $75K | Buy |
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