Clearstead Advisors’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.1K | Sell |
335
-682
| -67% | -$8.36K | ﹤0.01% | 2165 |
|
2025
Q1 | $11.6K | Buy |
1,017
+23
| +2% | +$261 | ﹤0.01% | 1573 |
|
2024
Q4 | $11.9K | Sell |
994
-629
| -39% | -$7.55K | ﹤0.01% | 1525 |
|
2024
Q3 | $21.2K | Buy |
1,623
+35
| +2% | +$457 | ﹤0.01% | 1400 |
|
2024
Q2 | $18.3K | Sell |
1,588
-423
| -21% | -$4.87K | ﹤0.01% | 1402 |
|
2024
Q1 | $23.7K | Buy |
2,011
+77
| +4% | +$909 | ﹤0.01% | 918 |
|
2023
Q4 | $22.6K | Buy |
+1,934
| New | +$22.6K | ﹤0.01% | 914 |
|
2023
Q1 | – | Sell |
-983
| Closed | -$12.6K | – | 1430 |
|
2022
Q4 | $12.6K | Buy |
983
+20
| +2% | +$257 | ﹤0.01% | 875 |
|
2022
Q3 | $12K | Buy |
963
+17
| +2% | +$212 | ﹤0.01% | 862 |
|
2022
Q2 | $13K | Buy |
946
+17
| +2% | +$234 | ﹤0.01% | 886 |
|
2022
Q1 | $14K | Buy |
929
+15
| +2% | +$226 | ﹤0.01% | 933 |
|
2021
Q4 | $13K | Buy |
914
+14
| +2% | +$199 | ﹤0.01% | 896 |
|
2021
Q3 | $13K | Buy |
+900
| New | +$13K | ﹤0.01% | 908 |
|