SWM
CGRN
Selective Wealth Management’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-450
| Closed | -$1K | – | 783 |
|
|
2022
Q3 | $1K | Hold |
450
| – | – | ﹤0.01% | 747 |
|
|
2022
Q2 | $1K | Hold |
450
| – | – | ﹤0.01% | 739 |
|
|
2022
Q1 | $2K | Hold |
450
| – | – | ﹤0.01% | 668 |
|
|
2021
Q4 | $1K | Buy |
+450
| New | +$1K | ﹤0.01% | 653 |
|
|
2021
Q3 | – | Sell |
-450
| Closed | -$3K | – | 623 |
|
|
2021
Q2 | $3K | Hold |
450
| – | – | ﹤0.01% | 447 |
|
|
2021
Q1 | $4K | Hold |
450
| – | – | ﹤0.01% | 333 |
|
|
2020
Q4 | $5K | Hold |
450
| – | – | ﹤0.01% | 297 |
|
|
2020
Q3 | $2K | Hold |
450
| – | – | ﹤0.01% | 292 |
|
|
2020
Q2 | $1K | Hold |
450
| – | – | ﹤0.01% | 412 |
|
|
2020
Q1 | $1K | Hold |
450
| – | – | ﹤0.01% | 326 |
|
|
2019
Q4 | $1K | Sell |
450
-4,050
| -90% | -$9K | ﹤0.01% | 321 |
|
|
2019
Q3 | $2K | Buy |
+4,500
| New | +$2K | ﹤0.01% | 307 |
|
|
2018
Q3 | $5K | Buy |
+4,500
| New | +$5K | 0.06% | 119 |
|