Carson Wealth (CWM LLC)’s ALPS Clean Energy ETF ACES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,156
| Closed | -$63K | – | 4873 |
|
|
2024
Q3 | $63K | Buy |
2,156
+2,106
| +4,212% | +$61.5K | ﹤0.01% | 2512 |
|
|
2024
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 4288 |
|
|
2024
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 4053 |
|
|
2023
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 3764 |
|
|
2023
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 3741 |
|
|
2023
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 3733 |
|
|
2023
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 3597 |
|
|
2022
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 3487 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 3251 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 3279 |
|
|
2022
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 2981 |
|
|
2021
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2918 |
|