RLWM
RF&L Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
4,697
| – | – | 0.17% | 54 |
|
|
2025
Q1 | $237K | Hold |
4,697
| – | – | 0.17% | 54 |
|
|
2024
Q4 | $250K | Hold |
4,697
| – | – | 0.18% | 53 |
|
|
2024
Q3 | $247K | Hold |
4,697
| – | – | 0.17% | 55 |
|
|
2024
Q2 | $235K | Hold |
4,697
| – | – | 0.18% | 52 |
|
|
2024
Q1 | $225K | Hold |
4,697
| – | – | 0.17% | 51 |
|
|
2023
Q4 | $205K | Buy |
+4,697
| New | +$205K | 0.17% | 55 |
|