IAG Wealth Partners’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 | $13.9K | Hold |
252
| – | – | ﹤0.01% | 312 |
|
|
2025
Q1 | $12.7K | Hold |
252
| – | – | ﹤0.01% | 313 |
|
|
2024
Q4 | $13.4K | Sell |
252
-75
| -23% | -$4K | ﹤0.01% | 311 |
|
|
2024
Q3 | $17.2K | Sell |
327
-259
| -44% | -$13.6K | ﹤0.01% | 287 |
|
|
2024
Q2 | $29.3K | Hold |
586
| – | – | 0.01% | 230 |
|
|
2024
Q1 | $28K | Hold |
586
| – | – | 0.01% | 211 |
|
|
2023
Q4 | $25.5K | Hold |
586
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $23K | Hold |
586
| – | – | 0.01% | 213 |
|
|
2023
Q2 | $23.8K | Hold |
586
| – | – | 0.01% | 218 |
|
|
2023
Q1 | $21.8K | Hold |
586
| – | – | 0.01% | 218 |
|
|
2022
Q4 | $20.3K | Hold |
586
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $19K | Hold |
586
| – | – | 0.01% | 209 |
|
|
2022
Q2 | $20K | Hold |
586
| – | – | 0.01% | 208 |
|
|
2022
Q1 | $24K | Hold |
586
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $25K | Hold |
586
| – | – | 0.01% | 200 |
|
|
2021
Q3 | $23K | Hold |
586
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $23K | Hold |
586
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $21K | Hold |
586
| – | – | 0.01% | 180 |
|
|
2020
Q4 | $20K | Hold |
586
| – | – | 0.01% | 165 |
|
|
2020
Q3 | $18K | Hold |
586
| – | – | 0.01% | 171 |
|
|
2020
Q2 | $16K | Hold |
586
| – | – | 0.01% | 177 |
|
|
2020
Q1 | $14K | Sell |
586
-133
| -18% | -$3.18K | 0.01% | 171 |
|
|
2019
Q4 | $21K | Buy |
+719
| New | +$21K | 0.01% | 174 |
|