AE Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,315	Closed	-$220K	–	1502
2023 Q4	$220K	Buy	+9,315	New	+$203K	﹤0.01%	1852
2023 Q2	–	Sell	-8,040	Closed	-$230K	–	1972
2023 Q1	$230K	Buy	8,040 +201	+3%	+$6.36K	﹤0.01%	1672
2022 Q4	$227K	Buy	+7,839	New	+$228K	﹤0.01%	1626
2022 Q3	–	Sell	-5,344	Closed	-$202K	–	1800
2022 Q2	$202K	Buy	5,344 +81	+2%	+$3.22K	﹤0.01%	1595
2022 Q1	$250K	Buy	5,263 +429	+9%	+$19.2K	﹤0.01%	1499
2021 Q4	$257K	Buy	4,834 +187	+4%	+$10.8K	﹤0.01%	1504
2021 Q3	$249K	Buy	4,647 +248	+6%	+$14.1K	﹤0.01%	1438
2021 Q2	$247K	Buy	4,399 +325	+8%	+$16.9K	﹤0.01%	1421
2021 Q1	$229K	Buy	4,074 +105	+3%	+$6.32K	﹤0.01%	1359
2020 Q4	$252K	Buy	+3,969	New	+$203K	﹤0.01%	1196