Milestone Investment Advisors’s SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-178
| Closed | -$8.95K | – | 126 |
|
|
2025
Q1 | $8.95K | Buy |
178
+1
| +0.6% | +$50 | ﹤0.01% | 120 |
|
|
2024
Q4 | $10.7K | Hold |
177
| – | – | ﹤0.01% | 120 |
|
|
2024
Q3 | $11.6K | Buy |
177
+1
| +0.6% | +$66 | ﹤0.01% | 118 |
|
|
2024
Q2 | $10.6K | Hold |
176
| – | – | ﹤0.01% | 117 |
|
|
2024
Q1 | $11.4K | Buy |
176
+1
| +0.6% | +$65 | ﹤0.01% | 115 |
|
|
2023
Q4 | $12.6K | Buy |
175
+1
| +0.6% | +$72 | ﹤0.01% | 112 |
|
|
2023
Q3 | $11.8K | Hold |
174
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $14.7K | Buy |
174
+1
| +0.6% | +$84 | ﹤0.01% | 103 |
|
|
2023
Q1 | $15K | Hold |
173
| – | – | ﹤0.01% | 282 |
|
|
2022
Q4 | $14.2K | Buy |
+173
| New | +$14.2K | 0.01% | 103 |
|