Abundance Wealth Counselors’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
25,058
-39,108
| -61% | -$479K | 0.06% | 137 |
|
|
2025
Q1 | $729K | Sell |
64,166
-29,178
| -31% | -$331K | 0.15% | 101 |
|
|
2024
Q4 | $1.12M | Sell |
93,344
-14,172
| -13% | -$170K | 0.24% | 69 |
|
|
2024
Q3 | $1.4M | Sell |
107,516
-16,251
| -13% | -$212K | 0.29% | 61 |
|
|
2024
Q2 | $1.43M | Buy |
123,767
+8,032
| +7% | +$92.5K | 0.66% | 28 |
|
|
2024
Q1 | $1.37M | Buy |
115,735
+16,176
| +16% | +$191K | 0.31% | 57 |
|
|
2023
Q4 | $1.17M | Sell |
99,559
-4,899
| -5% | -$57.4K | 0.3% | 59 |
|
|
2023
Q3 | $1.25M | Buy |
104,458
+2,717
| +3% | +$32.5K | 0.36% | 51 |
|
|
2023
Q2 | $1.27M | Sell |
101,741
-2,695
| -3% | -$33.6K | 0.66% | 25 |
|
|
2023
Q1 | $1.36M | Buy |
104,436
+11,101
| +12% | +$144K | 0.34% | 45 |
|
|
2022
Q4 | $1.2M | Sell |
93,335
-3,066
| -3% | -$39.4K | 0.33% | 56 |
|
|
2022
Q3 | $1.23M | Buy |
96,401
+8,025
| +9% | +$102K | 0.35% | 43 |
|
|
2022
Q2 | $1.22M | Buy |
88,376
+8,197
| +10% | +$113K | 0.33% | 45 |
|
|
2022
Q1 | $1.21M | Buy |
80,179
+7,634
| +11% | +$115K | 0.33% | 55 |
|
|
2021
Q4 | $1.06M | Buy |
72,545
+9,105
| +14% | +$133K | 0.27% | 57 |
|
|
2021
Q3 | $884K | Buy |
63,440
+2,706
| +4% | +$37.7K | 0.52% | 23 |
|
|
2021
Q2 | $900K | Buy |
60,734
+45,688
| +304% | +$677K | 0.23% | 56 |
|
|
2021
Q1 | $216K | Buy |
+15,046
| New | +$216K | 0.05% | 80 |
|