Navis Wealth Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$655K Sell
2024
Q2
$631K Sell
2024
Q1
$726K Sell
2023
Q4
$963K Buy
2023
Q3
$650K Sell
2023
Q2
$918K Buy
2023
Q1
$926K Sell
2022
Q4
$1.05M Sell
2022
Q3
$2.08M Buy
2022
Q2
$1.78M Sell
2022
Q1
$2.48M Sell
2021
Q4
$2.85M Buy
2021
Q3
$2.46M Sell
2021
Q2
$2.86M Buy
2021
Q1
$2.66M Buy
2020
Q4
$2.57M Buy