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 |
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|
2024
Q3 | $655K | Sell |
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|
2024
Q2 | $631K | Sell |
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|
2024
Q1 | $726K | Sell |
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $918K | Buy |
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|
2023
Q1 | $926K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.48M | Sell |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.46M | Sell |
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|
2021
Q2 | $2.86M | Buy |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.57M | Buy |
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