Spire Wealth Management’s iPath Series B Carbon Exchange-Traded Notes GRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-197
| Closed | -$6K | – | 2520 |
|
|
2022
Q4 | $6K | Hold |
197
| – | – | ﹤0.01% | 1779 |
|
|
2022
Q3 | $5K | Hold |
197
| – | – | ﹤0.01% | 1741 |
|
|
2022
Q2 | $7K | Sell |
197
-2,901
| -94% | -$103K | ﹤0.01% | 2025 |
|
|
2022
Q1 | $93K | Sell |
3,098
-19,170
| -86% | -$575K | ﹤0.01% | 1185 |
|
|
2021
Q4 | $705K | Buy |
22,268
+5,304
| +31% | +$168K | 0.02% | 587 |
|
|
2021
Q3 | $411K | Buy |
16,964
+16,464
| +3,293% | +$399K | 0.01% | 658 |
|
|
2021
Q2 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 2079 |
|