Atria Wealth Solutions’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 | $158K | Sell |
12,923
-552
| -4% | -$6.76K | ﹤0.01% | 1408 |
|
|
2025
Q1 | $153K | Buy |
13,475
+133
| +1% | +$1.51K | ﹤0.01% | 1749 |
|
|
2024
Q4 | $160K | Buy |
13,342
+122
| +0.9% | +$1.46K | ﹤0.01% | 1834 |
|
|
2024
Q3 | $173K | Sell |
13,220
-629
| -5% | -$8.21K | ﹤0.01% | 1796 |
|
|
2024
Q2 | $159K | Buy |
13,849
+1,368
| +11% | +$15.7K | ﹤0.01% | 1793 |
|
|
2024
Q1 | $147K | Buy |
12,481
+124
| +1% | +$1.46K | ﹤0.01% | 1842 |
|
|
2023
Q4 | $145K | Sell |
12,357
-2,169
| -15% | -$25.4K | ﹤0.01% | 1815 |
|
|
2023
Q3 | $174K | Buy |
14,526
+109
| +0.8% | +$1.31K | ﹤0.01% | 1719 |
|
|
2023
Q2 | $180K | Buy |
14,417
+978
| +7% | +$12.2K | ﹤0.01% | 1716 |
|
|
2023
Q1 | $174K | Buy |
13,439
+1,660
| +14% | +$21.5K | ﹤0.01% | 1691 |
|
|
2022
Q4 | $151K | Buy |
+11,779
| New | +$151K | ﹤0.01% | 1648 |
|