Commonwealth Equity Services’s Veridien Climate Action ETF CLIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-24,850
Closed -$474K 4215
2024
Q2
$474K Hold
24,850
﹤0.01% 2881
2024
Q1
$478K Hold
24,850
﹤0.01% 2856
2023
Q4
$510K Buy
24,850
+5,150
+26% +$94.4K ﹤0.01% 2687
2023
Q3
$371K Buy
19,700
+1,200
+6% +$25K ﹤0.01% 2844
2023
Q2
$406K Buy
+18,500
New +$390K ﹤0.01% 2797

Commonwealth Equity Services's CLIA Position: Q3 2024 in Review

Commonwealth Equity Services sold out of Veridien Climate Action ETF (CLIA) in Q3 2024, closing a stake of 24,850 shares — an estimated $474K sold.

Commonwealth Equity Services first reported a position in CLIA in Q2 2023 and held it in 5 quarters. The position peaked at $510K in Q4 2023. 0 funds tracked by Wall St. Rank hold CLIA as of Q3 2024.

  • Commonwealth Equity Services reported no remaining Veridien Climate Action ETF position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 24,850 Veridien Climate Action ETF shares in Q3 2024, an estimated $474K.
  • Commonwealth Equity Services first reported a position in Veridien Climate Action ETF in Q2 2023 and held it in 5 quarters.
  • Commonwealth Equity Services's Veridien Climate Action ETF position peaked at $510K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Veridien Climate Action ETF as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.