Beacon Capital Management Inc (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,000
| Closed | -$697K | – | 63 |
|
|
2023
Q1 | $697K | Hold |
15,000
| – | – | 0.02% | 20 |
|
|
2022
Q4 | $682K | Hold |
15,000
| – | – | 0.02% | 21 |
|
|
2022
Q3 | $833K | Hold |
15,000
| – | – | 0.03% | 20 |
|
|
2022
Q2 | $729K | Hold |
15,000
| – | – | 0.03% | 23 |
|
|
2022
Q1 | $950K | Buy |
15,000
+5,000
| +50% | +$317K | 0.03% | 23 |
|
|
2021
Q4 | $642K | Buy |
+10,000
| New | +$642K | 0.02% | 26 |
|