Clean Yield Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50.7K | Hold |
|
|||||
|
2025
Q2 | $79.2K | Hold |
|
|||||
|
2025
Q1 | $80.5K | Buy |
|
|||||
|
2024
Q4 | $72K | Hold |
|
|||||
|
2024
Q3 | $69K | Hold |
|
|||||
|
2024
Q2 | $61.2K | Hold |
|
|||||
|
2024
Q1 | $68.2K | Hold |
|
|||||
|
2023
Q4 | $71.6K | Hold |
|
|||||
|
2023
Q3 | $68.5K | Hold |
|
|||||
|
2023
Q2 | $60.1K | Hold |
|
|||||
|
2023
Q1 | $62.3K | Hold |
|
|||||
|
2022
Q4 | $60.2K | Hold |
|
|||||
|
2022
Q3 | $60K | Sell |
|
|||||
|
2022
Q2 | $62K | Hold |
|
|||||
|
2022
Q1 | $69K | Hold |
|
|||||
|
2021
Q4 | $78K | Buy |
|
|||||
|
2021
Q3 | $59K | Buy |
|
|||||
|
2021
Q2 | $25K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $14K | Buy |
|
|||||
|
2020
Q3 | $2K | Hold |
|
|||||
|
2020
Q2 | $2K | Hold |
|
|||||
|
2020
Q1 | $1K | Hold |
|
|||||
|
2019
Q4 | $1K | Buy |
|