Raymond James Financial Services 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $231K | Buy |
+4,334
| New | +$231K | ﹤0.01% | 3097 |
|
2022
Q4 | – | Sell |
-190,600
| Closed | -$6.21M | – | 3318 |
|
2022
Q3 | $6.21M | Buy |
190,600
+88
| +0% | +$2.87K | 0.01% | 823 |
|
2022
Q2 | $6.65M | Buy |
190,512
+290
| +0.2% | +$10.1K | 0.01% | 797 |
|
2022
Q1 | $7.93M | Buy |
190,222
+3,132
| +2% | +$131K | 0.02% | 785 |
|
2021
Q4 | $8.3M | Buy |
+187,090
| New | +$8.3M | 0.02% | 763 |
|