Retirement Group’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,071
| Closed | -$20K | – | 880 |
|
|
2023
Q4 | $20K | Buy |
1,071
+10
| +0.9% | +$178 | 0.01% | 344 |
|
|
2023
Q3 | $18.5K | Buy |
1,061
+9
| +0.9% | +$161 | 0.01% | 324 |
|
|
2023
Q2 | $19.2K | Buy |
1,052
+9
| +0.9% | +$165 | 0.01% | 324 |
|
|
2023
Q1 | $19K | Buy |
1,043
+8
| +0.8% | +$147 | 0.01% | 311 |
|
|
2022
Q4 | $19K | Buy |
1,035
+9
| +0.9% | +$160 | 0.01% | 287 |
|
|
2022
Q3 | $18K | Sell |
1,026
-492
| -32% | -$9.16K | 0.01% | 192 |
|
|
2022
Q2 | $28K | Buy |
1,518
+7
| +0.5% | +$133 | 0.01% | 270 |
|
|
2022
Q1 | $31K | Buy |
1,511
+4
| +0.3% | +$83 | 0.01% | 274 |
|
|
2021
Q4 | $33K | Sell |
1,507
-1,868
| -55% | -$41.1K | 0.01% | 265 |
|
|
2021
Q3 | $74K | Sell |
3,375
-248
| -7% | -$5.54K | 0.03% | 186 |
|
|
2021
Q2 | $81K | Sell |
3,623
-908
| -20% | -$19.9K | 0.04% | 179 |
|
|
2021
Q1 | $98K | Sell |
4,531
-2,212
| -33% | -$49K | 0.04% | 189 |
|
|
2020
Q4 | $154K | Sell |
6,743
-776
| -10% | -$17.6K | 0.07% | 146 |
|
|
2020
Q3 | $170K | Sell |
7,519
-382
| -5% | -$8.69K | 0.1% | 134 |
|
|
2020
Q2 | $176K | Buy |
+7,901
| New | +$171K | 0.11% | 118 |
|
Other funds holding ESCR
Retirement Group's ESCR Position: Q1 2024 in Review
Retirement Group sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q1 2024, closing a stake of 1,071 shares — an estimated $20K sold.
Retirement Group first reported a position in ESCR in Q2 2020 and held it in 15 quarters. The position peaked at $176K in Q2 2020. 1 fund tracked by Wall St. Rank holds ESCR as of Q1 2024.
- Retirement Group reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q1 2024 after selling out during the quarter.
- Retirement Group sold 1,071 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q1 2024, an estimated $20K.
- Retirement Group first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q2 2020 and held it in 15 quarters.
- Retirement Group's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $176K in Q2 2020.
- 1 fund tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q1 2024.
Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.