Tyler-Stone Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,725
| Closed | -$238K | – | 339 |
|
|
2025
Q1 | $238K | Sell |
4,725
-604
| -11% | -$30.5K | 0.04% | 293 |
|
|
2024
Q4 | $284K | Buy |
5,329
+708
| +15% | +$37.7K | 0.05% | 262 |
|
|
2024
Q3 | $243K | Buy |
4,621
+2,314
| +100% | +$122K | 0.05% | 285 |
|
|
2024
Q2 | $115K | Buy |
2,307
+300
| +15% | +$15K | 0.05% | 261 |
|
|
2024
Q1 | $96K | Buy |
+2,007
| New | +$96K | 0.04% | 278 |
|