GA
Goldstein Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
10,823
-1,216
| -10% | -$67.2K | 0.08% | 83 |
|
|
2025
Q1 | $607K | Buy |
12,039
+80
| +0.7% | +$4.03K | 0.09% | 78 |
|
|
2024
Q4 | $637K | Buy |
11,959
+333
| +3% | +$17.7K | 0.09% | 77 |
|
|
2024
Q3 | $611K | Sell |
11,626
-504
| -4% | -$26.5K | 0.09% | 78 |
|
|
2024
Q2 | $607K | Hold |
12,130
| – | – | 0.1% | 71 |
|
|
2024
Q1 | $580K | Hold |
12,130
| – | – | 0.1% | 73 |
|
|
2023
Q4 | $528K | Buy |
+12,130
| New | +$528K | 0.09% | 100 |
|