PPWM
PFG Private Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$4.58K | – | 59 |
|
|
2025
Q1 | $4.58K | Hold |
200
| – | – | ﹤0.01% | 178 |
|
|
2024
Q4 | $5.21K | Hold |
200
| – | – | ﹤0.01% | 152 |
|
|
2024
Q3 | $5.88K | Hold |
200
| – | – | ﹤0.01% | 156 |
|
|
2024
Q2 | $5.63K | Hold |
200
| – | – | ﹤0.01% | 151 |
|
|
2024
Q1 | $5.94K | Hold |
200
| – | – | ﹤0.01% | 146 |
|
|
2023
Q4 | $7.18K | Hold |
200
| – | – | ﹤0.01% | 149 |
|
|
2023
Q3 | $7.31K | Hold |
200
| – | – | 0.01% | 198 |
|
|
2023
Q2 | $9.04K | Hold |
200
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $9.3K | Hold |
200
| – | – | 0.01% | 207 |
|
|
2022
Q4 | $9K | Hold |
200
| – | – | 0.01% | 194 |
|
|
2022
Q3 | $11K | Hold |
200
| – | – | 0.01% | 182 |
|
|
2022
Q2 | $10K | Hold |
200
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $13K | Hold |
200
| – | – | 0.01% | 194 |
|
|
2021
Q4 | $13K | Hold |
200
| – | – | 0.01% | 190 |
|
|
2021
Q3 | $13K | Buy |
+200
| New | +$13K | 0.01% | 183 |
|