IFP Advisors’s Harbor Energy Transition Strategy ETF RENW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-200
Closed -$4K 4524
2022
Q4
$4K Buy
+200
New +$3.94K ﹤0.01% 3955

Other funds holding RENW

IFP Advisors's RENW Position: Q1 2023 in Review

IFP Advisors sold out of Harbor Energy Transition Strategy ETF (RENW) in Q1 2023, closing a stake of 200 shares — an estimated $4K sold.

IFP Advisors first reported a position in RENW in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 1 fund tracked by Wall St. Rank holds RENW as of Q1 2023.

  • IFP Advisors reported no remaining Harbor Energy Transition Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 200 Harbor Energy Transition Strategy ETF shares in Q1 2023, an estimated $4K.
  • IFP Advisors first reported a position in Harbor Energy Transition Strategy ETF in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's Harbor Energy Transition Strategy ETF position peaked at $4K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Harbor Energy Transition Strategy ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.