Blue Bell Private Wealth Management’s Ecofin Digital Payments Infrastructure Fund ETPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-262
Closed -$6K 755
2022
Q3
$6K Hold
262
﹤0.01% 454
2022
Q2
$7K Hold
262
﹤0.01% 463
2022
Q1
$9K Hold
262
﹤0.01% 452
2021
Q4
$10K Buy
+262
New +$10.9K ﹤0.01% 411

Blue Bell Private Wealth Management's ETPA Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Ecofin Digital Payments Infrastructure Fund (ETPA) in Q4 2022, closing a stake of 262 shares — an estimated $6K sold.

Blue Bell Private Wealth Management first reported a position in ETPA in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 0 funds tracked by Wall St. Rank hold ETPA as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Ecofin Digital Payments Infrastructure Fund position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 262 Ecofin Digital Payments Infrastructure Fund shares in Q4 2022, an estimated $6K.
  • Blue Bell Private Wealth Management first reported a position in Ecofin Digital Payments Infrastructure Fund in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Ecofin Digital Payments Infrastructure Fund position peaked at $10K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Ecofin Digital Payments Infrastructure Fund as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.