Arkadios Wealth Advisors’s SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,442
Closed -$310K 565
2021
Q4
$310K Sell
3,442
-26,785
-89% -$2.41M 0.04% 435
2021
Q3
$2.84M Buy
30,227
+1,665
+6% +$156K 0.41% 60
2021
Q2
$3.02M Buy
28,562
+14,309
+100% +$1.51M 0.37% 67
2021
Q1
$1.62M Buy
+14,253
New +$1.62M 0.27% 100