Patriot Financial Group Insurance Agency’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,683
| Closed | -$152K | – | 2070 |
|
2021
Q4 | $152K | Sell |
1,683
-1,055
| -39% | -$95.3K | 0.03% | 529 |
|
2021
Q3 | $257K | Buy |
2,738
+24
| +0.9% | +$2.25K | 0.05% | 386 |
|
2021
Q2 | $287K | Buy |
2,714
+5
| +0.2% | +$529 | 0.05% | 343 |
|
2021
Q1 | $309K | Buy |
2,709
+403
| +17% | +$46K | 0.07% | 283 |
|
2020
Q4 | $250K | Buy |
+2,306
| New | +$250K | 0.06% | 296 |
|