Wealth Enhancement Advisory Services’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
+11,268
| New | +$647K | ﹤0.01% | 2012 |
|
|
2025
Q1 | – | Sell |
-3,963
| Closed | -$214K | – | 3115 |
|
|
2024
Q4 | $214K | Sell |
3,963
-209
| -5% | -$11.3K | ﹤0.01% | 2618 |
|
|
2024
Q3 | $222K | Buy |
+4,172
| New | +$222K | ﹤0.01% | 2365 |
|
|
2024
Q2 | – | Sell |
-4,570
| Closed | -$226K | – | 2558 |
|
|
2024
Q1 | $226K | Hold |
4,570
| – | – | ﹤0.01% | 2116 |
|
|
2023
Q4 | $202K | Buy |
+4,570
| New | +$202K | ﹤0.01% | 2081 |
|