Global Retirement Partners’s Veridien Climate Action ETF CLIA Stock Holding History

Global Retirement Partners’s Portfolio CLIA Stock Details CLIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,222	Closed	-$195K	–	3677
2024 Q2	$195K	Sell	10,222 -195	-2%	-$3.81K	0.01%	895
2024 Q1	$201K	Buy	10,417 +841	+9%	+$15.7K	0.01%	791
2023 Q4	$177K	Buy	9,576 +1,405	+17%	+$25.8K	0.01%	803
2023 Q3	$162K	Buy	+8,171	New	+$170K	0.01%	752

Global Retirement Partners's CLIA Position: Q3 2024 in Review

Global Retirement Partners sold out of Veridien Climate Action ETF (CLIA) in Q3 2024, closing a stake of 10,222 shares — an estimated $195K sold.

Global Retirement Partners first reported a position in CLIA in Q3 2023 and held it in 4 quarters. The position peaked at $201K in Q1 2024. 0 funds tracked by Wall St. Rank hold CLIA as of Q3 2024.

Global Retirement Partners reported no remaining Veridien Climate Action ETF position as of Q3 2024 after selling out during the quarter.
Global Retirement Partners sold 10,222 Veridien Climate Action ETF shares in Q3 2024, an estimated $195K.
Global Retirement Partners first reported a position in Veridien Climate Action ETF in Q3 2023 and held it in 4 quarters.
Global Retirement Partners's Veridien Climate Action ETF position peaked at $201K in Q1 2024.
0 funds tracked by Wall St. Rank held Veridien Climate Action ETF as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.