LJI 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 | $256K | Hold |
4,636
| – | – | 0.04% | 160 |
|
2025
Q1 | $234K | Hold |
4,636
| – | – | 0.05% | 159 |
|
2024
Q4 | $247K | Buy |
4,636
+290
| +7% | +$15.4K | 0.05% | 153 |
|
2024
Q3 | $229K | Hold |
4,346
| – | – | 0.05% | 176 |
|
2024
Q2 | $218K | Buy |
4,346
+66
| +2% | +$3.3K | 0.05% | 168 |
|
2024
Q1 | $205K | Buy |
+4,280
| New | +$205K | 0.05% | 144 |
|