Phillips Financial Management’s 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
$7.74K Hold
2025
Q2
$5.47K Hold
2025
Q1
$4.63K Hold
2024
Q4
$5.57K Hold
2024
Q3
$6.05K Hold
2024
Q2
$5.55K Sell
2024
Q1
$8.55K Hold
2023
Q4
$9.47K Hold
2023
Q3
$8.9K Hold
2023
Q2
$11.2K Hold
2023
Q1
$11.4K Hold
2022
Q4
$10.8K Hold
2022
Q3
$11K Buy