Bourgeon Capital Management’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 |
-14
| Closed | -$518 | – | 116 |
|
|
2023
Q4 | $518 | Hold |
14
| – | – | ﹤0.01% | 358 |
|
|
2023
Q3 | $525 | Hold |
14
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $646 | Hold |
14
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $663 | Hold |
14
| – | – | ﹤0.01% | 294 |
|
|
2022
Q4 | $647 | Hold |
14
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 315 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 275 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 270 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 253 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 264 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 266 |
|
|
2021
Q1 | $1K | Buy |
14
+11
| +367% | +$786 | ﹤0.01% | 262 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 262 |
|