Optimum Investment Advisors’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.21K | Hold |
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|
2025
Q2 | $2.97K | Hold |
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|
2025
Q1 | $2.52K | Hold |
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|
2024
Q4 | $3.03K | Sell |
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|
2024
Q3 | $16.4K | Hold |
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|
2024
Q2 | $15.1K | Hold |
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|
2024
Q1 | $16.2K | Sell |
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|
2023
Q4 | $25.1K | Hold |
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|
2023
Q3 | $23.6K | Sell |
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|
2023
Q2 | $35.4K | Sell |
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|
2023
Q1 | $188K | Sell |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $395K | Sell |
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|
2021
Q2 | $574K | Buy |
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|
2021
Q1 | $548K | Buy |
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|
2020
Q4 | $368K | Buy |
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