Global Retirement Partners’s ALPS Clean Energy ETF ACES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02K | Buy |
+39
| New | +$1.02K | ﹤0.01% | 3435 |
|
2024
Q4 | $1.02K | Buy |
+39
| New | +$1.02K | ﹤0.01% | 3272 |
|
2024
Q3 | – | Sell |
-400
| Closed | -$11.3K | – | 3495 |
|
2024
Q2 | $11.3K | Hold |
400
| – | – | ﹤0.01% | 2265 |
|
2024
Q1 | $11.9K | Hold |
400
| – | – | ﹤0.01% | 2049 |
|
2023
Q4 | $12.1K | Sell |
400
-119
| -23% | -$3.61K | ﹤0.01% | 1985 |
|
2023
Q3 | $17.7K | Hold |
519
| – | – | ﹤0.01% | 1693 |
|
2023
Q2 | $23.4K | Hold |
519
| – | – | ﹤0.01% | 1612 |
|
2023
Q1 | $21.2K | Sell |
519
-1,786
| -77% | -$73.1K | ﹤0.01% | 1614 |
|
2022
Q4 | $105K | Sell |
2,305
-464
| -17% | -$21.1K | 0.01% | 801 |
|
2022
Q3 | $151K | Hold |
2,769
| – | – | 0.01% | 651 |
|
2022
Q2 | $135K | Hold |
2,769
| – | – | 0.01% | 654 |
|
2022
Q1 | $134K | Buy |
+2,769
| New | +$134K | 0.01% | 660 |
|
2021
Q4 | – | Sell |
-2,892
| Closed | -$191K | – | 261 |
|
2021
Q3 | $191K | Hold |
2,892
| – | – | 0.02% | 480 |
|
2021
Q2 | $219K | Hold |
2,892
| – | – | 0.02% | 433 |
|
2021
Q1 | $226K | Buy |
2,892
+211
| +8% | +$16.5K | 0.03% | 395 |
|
2020
Q4 | $215K | Buy |
2,681
+2,481
| +1,241% | +$199K | 0.03% | 389 |
|
2020
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1104 |
|