RF&L Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

RF&L Wealth Management’s Portfolio SNPE Stock Details SNPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$282K	Hold
2025 Q2	$260K	Hold
2025 Q1	$237K	Hold
2024 Q4	$250K	Hold
2024 Q3	$247K	Hold
2024 Q2	$235K	Hold
2024 Q1	$225K	Hold
2023 Q4	$205K	Buy