Retirement Capital Strategies’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
Q1 | – | Sell |
-20,428
| Closed | -$1.1M | – | 89 |
|
|
2024
Q4 | $1.1M | Buy |
20,428
+4,660
| +30% | +$252K | 0.42% | 36 |
|
|
2024
Q3 | $840K | Sell |
15,768
-6,381
| -29% | -$340K | 0.33% | 41 |
|
|
2024
Q2 | $1.13M | Buy |
22,149
+17
| +0.1% | +$869 | 0.45% | 38 |
|
|
2024
Q1 | $1.09M | Buy |
22,132
+6,401
| +41% | +$316K | 0.45% | 39 |
|
|
2023
Q4 | $696K | Sell |
15,731
-412
| -3% | -$18.2K | 0.3% | 45 |
|
|
2023
Q3 | $640K | Buy |
+16,143
| New | +$640K | 0.3% | 37 |
|