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