Avantax Advisory Services’s ALPS Clean Energy ETF ACES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,635
| Closed | -$454K | – | 1640 |
|
|
2023
Q4 | $454K | Sell |
12,635
-2,380
| -16% | -$85.4K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $549K | Sell |
15,015
-898
| -6% | -$32.8K | 0.01% | 905 |
|
|
2023
Q2 | $719K | Buy |
15,913
+95
| +0.6% | +$4.29K | 0.01% | 799 |
|
|
2023
Q1 | $735K | Sell |
15,818
-593
| -4% | -$27.6K | 0.01% | 767 |
|
|
2022
Q4 | $747K | Sell |
16,411
-2,904
| -15% | -$132K | 0.01% | 717 |
|
|
2022
Q3 | $1.07M | Sell |
19,315
-269
| -1% | -$14.9K | 0.02% | 544 |
|
|
2022
Q2 | $952K | Buy |
19,584
+92
| +0.5% | +$4.47K | 0.01% | 558 |
|
|
2022
Q1 | $1.24M | Sell |
19,492
-2,234
| -10% | -$142K | 0.02% | 487 |
|
|
2021
Q4 | $1.39M | Sell |
21,726
-380
| -2% | -$24.4K | 0.02% | 437 |
|
|
2021
Q3 | $1.46M | Buy |
22,106
+2,079
| +10% | +$137K | 0.02% | 402 |
|
|
2021
Q2 | $1.52M | Buy |
20,027
+2,327
| +13% | +$177K | 0.03% | 389 |
|
|
2021
Q1 | $1.39M | Buy |
+17,700
| New | +$1.39M | 0.03% | 369 |
|