WCG Wealth Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Buy |
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|
2025
Q1 | $18.6M | Sell |
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|
2024
Q4 | $23.9M | Sell |
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|
2024
Q3 | $23.9M | Sell |
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|
2024
Q2 | $27M | Sell |
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|
2024
Q1 | $46M | Sell |
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|
2023
Q4 | $47.4M | Sell |
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|
2023
Q3 | $53.2M | Buy |
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|
2023
Q2 | $48.2M | Buy |
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|
2023
Q1 | $42.8M | Buy |
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|
2022
Q4 | $39.8M | Buy |
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|
2022
Q3 | $35.9M | Sell |
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|
2022
Q2 | $36.5M | Buy |
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