Phillips Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47K | Hold |
92
| – | – | ﹤0.01% | 264 |
|
|
2025
Q1 | $4.63K | Hold |
92
| – | – | ﹤0.01% | 250 |
|
|
2024
Q4 | $5.57K | Hold |
92
| – | – | ﹤0.01% | 247 |
|
|
2024
Q3 | $6.05K | Hold |
92
| – | – | ﹤0.01% | 259 |
|
|
2024
Q2 | $5.55K | Sell |
92
-40
| -30% | -$2.41K | ﹤0.01% | 253 |
|
|
2024
Q1 | $8.55K | Hold |
132
| – | – | ﹤0.01% | 242 |
|
|
2023
Q4 | $9.47K | Hold |
132
| – | – | ﹤0.01% | 224 |
|
|
2023
Q3 | $8.9K | Hold |
132
| – | – | ﹤0.01% | 223 |
|
|
2023
Q2 | $11.2K | Hold |
132
| – | – | ﹤0.01% | 218 |
|
|
2023
Q1 | $11.4K | Hold |
132
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $10.8K | Hold |
132
| – | – | ﹤0.01% | 209 |
|
|
2022
Q3 | $11K | Buy |
+132
| New | +$11K | ﹤0.01% | 202 |
|