Cerity Partners’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,833
| Closed | -$71K | – | 580 |
|
|
2019
Q3 | $71K | Buy |
13,833
+4,385
| +46% | +$22.5K | ﹤0.01% | 467 |
|
|
2019
Q2 | $74K | Buy |
9,448
+1,260
| +15% | +$9.87K | ﹤0.01% | 471 |
|
|
2019
Q1 | $74K | Hold |
8,188
| – | – | 0.01% | 524 |
|
|
2018
Q4 | $49K | Hold |
8,188
| – | – | ﹤0.01% | 510 |
|
|
2018
Q3 | $82K | Buy |
8,188
+1,188
| +17% | +$11.9K | 0.01% | 524 |
|
|
2018
Q2 | $100K | Buy |
+7,000
| New | +$100K | 0.01% | 528 |
|