Wealth Enhancement Advisory Services’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 | $939K | Sell |
16,778
-958
| -5% | -$53.6K | ﹤0.01% | 1780 |
|
|
2025
Q1 | $894K | Sell |
17,736
-24,274
| -58% | -$1.22M | ﹤0.01% | 1658 |
|
|
2024
Q4 | $2.24M | Sell |
42,010
-1,730
| -4% | -$92.2K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $2.3M | Sell |
43,740
-95,809
| -69% | -$5.04M | ﹤0.01% | 987 |
|
|
2024
Q2 | $6.99M | Sell |
139,549
-940
| -0.7% | -$47.1K | 0.02% | 594 |
|
|
2024
Q1 | $6.72M | Sell |
140,489
-571
| -0.4% | -$27.3K | 0.02% | 594 |
|
|
2023
Q4 | $6.14M | Buy |
+141,060
| New | +$6.14M | 0.02% | 556 |
|