Prentice Wealth Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.05M | Sell |
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|
2025
Q2 | $5.17M | Buy |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $4.57M | Sell |
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|
2024
Q3 | $4.53M | Buy |
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $3.68M | Sell |
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|
2023
Q4 | $3.33M | Buy |
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|
2023
Q3 | $2.97M | Buy |
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|
2023
Q2 | $2.94M | Buy |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.92M | Buy |
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|
2021
Q4 | $3.07M | Buy |
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|
2021
Q3 | $2.74M | Buy |
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|
2021
Q2 | $2.54M | Sell |
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|
2021
Q1 | $3.45M | Buy |
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