Patriot Financial Group Insurance Agency’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-220
| Closed | -$8K | – | 1870 |
|
|
2022
Q2 | $8K | Buy |
220
+45
| +26% | +$1.64K | ﹤0.01% | 1352 |
|
|
2022
Q1 | $7K | Buy |
175
+4
| +2% | +$160 | ﹤0.01% | 1515 |
|
|
2021
Q4 | $8K | Sell |
171
-17
| -9% | -$795 | ﹤0.01% | 1580 |
|
|
2021
Q3 | $7K | Hold |
188
| – | – | ﹤0.01% | 1612 |
|
|
2021
Q2 | $7K | Hold |
188
| – | – | ﹤0.01% | 1568 |
|
|
2021
Q1 | $7K | Hold |
188
| – | – | ﹤0.01% | 1482 |
|
|
2020
Q4 | $6K | Buy |
188
+95
| +102% | +$3.03K | ﹤0.01% | 1397 |
|
|
2020
Q3 | $3K | Hold |
93
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q2 | $3K | Sell |
93
-13
| -12% | -$419 | ﹤0.01% | 1336 |
|
|
2020
Q1 | $3K | Sell |
106
-3
| -3% | -$85 | ﹤0.01% | 1254 |
|
|
2019
Q4 | $3K | Buy |
+109
| New | +$3K | ﹤0.01% | 1070 |
|