EWM
EPG Wealth Management’s SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$13.2K | – | 423 |
|
|
2024
Q3 | $13.2K | Buy |
+200
| New | +$13.2K | ﹤0.01% | 362 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$25.9K | – | 357 |
|
|
2024
Q1 | $25.9K | Hold |
400
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $25.6K | Hold |
400
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $27K | Hold |
400
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $33.8K | Hold |
400
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $34.7K | Hold |
400
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $32.8K | Hold |
400
| – | – | 0.01% | 281 |
|
|
2022
Q3 | $34K | Buy |
+400
| New | +$34K | 0.01% | 277 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$36K | – | 231 |
|
|
2022
Q1 | $36K | Buy |
+400
| New | +$36K | 0.01% | 307 |
|