Jupiter 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 | $211K | Buy |
3,624
+1,537
| +74% | +$89.3K | 0.11% | 77 |
|
|
2025
Q1 | $111K | Sell |
2,087
-900
| -30% | -$47.8K | 0.07% | 68 |
|
|
2024
Q4 | $159K | Hold |
2,987
| – | – | 0.08% | 83 |
|
|
2024
Q3 | $157K | Hold |
2,987
| – | – | 0.08% | 84 |
|
|
2024
Q2 | $151K | Hold |
2,987
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $141K | Hold |
2,987
| – | – | 0.07% | 88 |
|
|
2023
Q4 | $130K | Hold |
2,987
| – | – | 0.08% | 79 |
|
|
2023
Q3 | $121K | Buy |
+2,987
| New | +$121K | 0.08% | 79 |
|
|
2020
Q3 | – | Sell |
-13,858
| Closed | -$397K | – | 85 |
|
|
2020
Q2 | $397K | Hold |
13,858
| – | – | 0.2% | 55 |
|
|
2020
Q1 | $343K | Buy |
+13,858
| New | +$343K | 0.2% | 53 |
|