Capital Planning Advisors’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$435K Sell
2021
Q4
$9.65M Sell
2021
Q3
$10.5M Buy
2021
Q2
$11.5M Buy
2021
Q1
$11.9M Buy
2020
Q4
$10.6M Buy