GSB Wealth 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
Q2 | $388K | Buy |
+7,015
| New | +$388K | 0.1% | 163 |
|
2025
Q1 | – | Sell |
-4,499
| Closed | -$240K | – | 237 |
|
2024
Q4 | $240K | Sell |
4,499
-422
| -9% | -$22.5K | 0.06% | 199 |
|
2024
Q3 | $259K | Sell |
4,921
-9
| -0.2% | -$473 | 0.07% | 194 |
|
2024
Q2 | $247K | Buy |
4,930
+14
| +0.3% | +$701 | 0.07% | 196 |
|
2024
Q1 | $235K | Buy |
4,916
+9
| +0.2% | +$430 | 0.07% | 198 |
|
2023
Q4 | $214K | Buy |
+4,907
| New | +$214K | 0.07% | 203 |
|