TFA
Tranquilli Financial Advisor’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-45,561
| Closed | -$2.02M | – | 96 |
|
|
2021
Q4 | $2.02M | Sell |
45,561
-14,613
| -24% | -$649K | 1.42% | 27 |
|
|
2021
Q3 | $2.4M | Sell |
60,174
-493
| -0.8% | -$19.6K | 1.79% | 23 |
|
|
2021
Q2 | $2.4M | Sell |
60,667
-380
| -0.6% | -$15K | 1.8% | 23 |
|
|
2021
Q1 | $2.23M | Sell |
61,047
-1,767
| -3% | -$64.4K | 1.8% | 25 |
|
|
2020
Q4 | $2.14M | Buy |
+62,814
| New | +$2.14M | 1.94% | 22 |
|