Patriot Financial Group Insurance Agency’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
2022
Q3
Sell
-62
Closed -$2K 1730
2022
Q2
$2K Hold
62
﹤0.01% 1814
2022
Q1
$3K Hold
62
﹤0.01% 1797
2021
Q4
$3K Hold
62
﹤0.01% 1884
2021
Q3
$2K Hold
62
﹤0.01% 1977
2021
Q2
$2K Hold
62
﹤0.01% 1909
2021
Q1
$2K Hold
62
﹤0.01% 1809
2020
Q4
$2K Buy
+62
New +$2K ﹤0.01% 1671