EWM
Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-230
| Closed | -$19.5K | – | 564 |
|
|
2023
Q2 | $19.5K | Hold |
230
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $19.9K | Hold |
230
| – | – | ﹤0.01% | 368 |
|
|
2022
Q4 | $18.9K | Hold |
230
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $20K | Sell |
230
-1
| -0.4% | -$87 | ﹤0.01% | 349 |
|
|
2022
Q2 | $18K | Sell |
231
-25
| -10% | -$1.95K | ﹤0.01% | 350 |
|
|
2022
Q1 | $23K | Buy |
256
+255
| +25,500% | +$22.9K | ﹤0.01% | 357 |
|
|
2021
Q4 | $0 | Sell |
1
-225
| -100% | – | ﹤0.01% | 511 |
|
|
2021
Q3 | $21K | Buy |
226
+50
| +28% | +$4.65K | ﹤0.01% | 333 |
|
|
2021
Q2 | $19K | Buy |
+176
| New | +$19K | ﹤0.01% | 359 |
|