GeoWealth Management’s Global X CleanTech ETF CTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,215
| Closed | -$41.2K | – | 1228 |
|
|
2024
Q4 | $41.2K | Sell |
1,215
-791
| -39% | -$26.8K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $83.8K | Buy |
2,006
+120
| +6% | +$5.02K | ﹤0.01% | 935 |
|
|
2024
Q2 | $75.2K | Buy |
1,886
+55
| +3% | +$2.19K | ﹤0.01% | 792 |
|
|
2024
Q1 | $88.1K | Sell |
1,831
-285
| -13% | -$13.7K | ﹤0.01% | 780 |
|
|
2023
Q4 | $114K | Buy |
2,116
+284
| +16% | +$15.3K | 0.01% | 575 |
|
|
2023
Q3 | $100K | Buy |
1,832
+191
| +12% | +$10.4K | 0.01% | 332 |
|
|
2023
Q2 | $121K | Buy |
1,641
+160
| +11% | +$11.8K | 0.01% | 274 |
|
|
2023
Q1 | $117K | Buy |
1,481
+360
| +32% | +$28.4K | 0.01% | 234 |
|
|
2022
Q4 | $82K | Buy |
1,121
+46
| +4% | +$3.37K | 0.01% | 278 |
|
|
2022
Q3 | $73K | Sell |
1,075
-252
| -19% | -$17.1K | 0.01% | 282 |
|
|
2022
Q2 | $90K | Buy |
1,327
+73
| +6% | +$4.95K | 0.01% | 269 |
|
|
2022
Q1 | $104K | Sell |
1,254
-23
| -2% | -$1.91K | 0.01% | 323 |
|
|
2021
Q4 | $111K | Buy |
1,277
+77
| +6% | +$6.69K | 0.01% | 303 |
|
|
2021
Q3 | $114K | Buy |
1,200
+723
| +152% | +$68.7K | 0.01% | 317 |
|
|
2021
Q2 | $46K | Buy |
477
+167
| +54% | +$16.1K | 0.01% | 258 |
|
|
2021
Q1 | $32K | Buy |
+310
| New | +$32K | 0.01% | 197 |
|