Avidian Wealth Enterprises’s iPath Series B Carbon Exchange-Traded Notes GRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,707
| Closed | -$632K | – | 442 |
|
|
2023
Q1 | $632K | Buy |
17,707
+3,990
| +29% | +$143K | 0.03% | 258 |
|
|
2022
Q4 | $434K | Hold |
13,717
| – | – | 0.03% | 296 |
|
|
2022
Q3 | $357K | Buy |
13,717
+1,148
| +9% | +$29.9K | 0.03% | 291 |
|
|
2022
Q2 | $441K | Hold |
12,569
| – | – | 0.03% | 287 |
|
|
2022
Q1 | $378K | Buy |
12,569
+4,774
| +61% | +$144K | 0.02% | 344 |
|
|
2021
Q4 | $247K | Buy |
+7,795
| New | +$247K | 0.02% | 439 |
|