IWP
Insight Wealth Partners’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 | $2.79M | Buy |
50,387
+2,042
| +4% | +$113K | 1.08% | 15 |
|
|
2025
Q1 | $2.44M | Buy |
48,345
+1,813
| +4% | +$91.4K | 0.41% | 19 |
|
|
2024
Q4 | $2.48M | Buy |
46,532
+419
| +0.9% | +$22.3K | 0.34% | 18 |
|
|
2024
Q3 | $2.42M | Buy |
46,113
+2,301
| +5% | +$121K | 0.48% | 20 |
|
|
2024
Q2 | $2.19M | Buy |
43,812
+3,921
| +10% | +$196K | 0.38% | 16 |
|
|
2024
Q1 | $1.91M | Buy |
39,891
+5,465
| +16% | +$261K | 0.33% | 19 |
|
|
2023
Q4 | $1.5M | Buy |
34,426
+13,621
| +65% | +$593K | 0.26% | 20 |
|
|
2023
Q3 | $815K | Buy |
20,805
+5,638
| +37% | +$221K | 0.16% | 31 |
|
|
2023
Q2 | $616K | Buy |
15,167
+400
| +3% | +$16.2K | 0.14% | 45 |
|
|
2023
Q1 | $549K | Buy |
14,767
+480
| +3% | +$17.9K | 0.12% | 36 |
|
|
2022
Q4 | $494K | Buy |
14,287
+1,900
| +15% | +$65.7K | 0.37% | 34 |
|
|
2022
Q3 | $397K | Hold |
12,387
| – | – | 0.37% | 38 |
|
|
2022
Q2 | $423K | Buy |
12,387
+517
| +4% | +$17.7K | 0.32% | 39 |
|
|
2022
Q1 | $486K | Buy |
11,870
+540
| +5% | +$22.1K | 0.27% | 40 |
|
|
2021
Q4 | $483K | Hold |
11,330
| – | – | 0.09% | 46 |
|
|
2021
Q3 | $430K | Buy |
11,330
+650
| +6% | +$24.7K | 0.23% | 38 |
|
|
2021
Q2 | $403K | Buy |
10,680
+1,250
| +13% | +$47.2K | 0.21% | 40 |
|
|
2021
Q1 | $328K | Buy |
9,430
+2,439
| +35% | +$84.8K | 0.16% | 42 |
|
|
2020
Q4 | $230K | Buy |
+6,991
| New | +$230K | 0.14% | 46 |
|