Provenance Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5K | Hold |
940
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $47.3K | Hold |
940
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $50.7K | Hold |
940
| – | – | 0.01% | 222 |
|
|
2024
Q3 | $50.1K | Hold |
940
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $48K | Hold |
940
| – | – | 0.01% | 214 |
|
|
2024
Q1 | $46.4K | Hold |
940
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $41.6K | Hold |
940
| – | – | 0.01% | 216 |
|
|
2023
Q3 | $37.3K | Buy |
+940
| New | +$37.3K | 0.01% | 194 |
|