Atria Wealth Solutions’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$158K	Sell	12,923 -552	-4%	-$6.32K	﹤0.01%	1409
2025 Q1	$153K	Buy	13,475 +133	+1%	+$1.59K	﹤0.01%	1758
2024 Q4	$160K	Buy	13,342 +122	+0.9%	+$1.55K	﹤0.01%	1863
2024 Q3	$173K	Sell	13,220 -629	-5%	-$7.75K	﹤0.01%	1814
2024 Q2	$159K	Buy	13,849 +1,368	+11%	+$15.9K	﹤0.01%	1817
2024 Q1	$147K	Buy	12,481 +124	+1%	+$1.42K	﹤0.01%	1856
2023 Q4	$145K	Sell	12,357 -2,169	-15%	-$25.4K	﹤0.01%	1827
2023 Q3	$174K	Buy	14,526 +109	+0.8%	+$1.37K	﹤0.01%	1731
2023 Q2	$180K	Buy	14,417 +978	+7%	+$12.5K	﹤0.01%	1723
2023 Q1	$174K	Buy	13,439 +1,660	+14%	+$21.6K	﹤0.01%	1700
2022 Q4	$151K	Buy	+11,779	New	+$156K	﹤0.01%	1657