Heirloom Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $949K | Sell |
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|
2023
Q3 | $856K | Buy |
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|
2023
Q2 | $744K | Sell |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $720K | Buy |
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|
2022
Q2 | $673K | Hold |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $327K | Buy |
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