SFPG
Stonebridge Financial Planning Group’s SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,833
| Closed | -$409K | – | 138 |
|
|
2023
Q2 | $409K | Sell |
4,833
-4,362
| -47% | -$369K | 0.25% | 91 |
|
|
2023
Q1 | $797K | Sell |
9,195
-4,014
| -30% | -$348K | 0.51% | 59 |
|
|
2022
Q4 | $1.08M | Buy |
13,209
+622
| +5% | +$51K | 0.72% | 47 |
|
|
2022
Q3 | $1.07M | Buy |
12,587
+6,389
| +103% | +$543K | 0.75% | 46 |
|
|
2022
Q2 | $483K | Buy |
+6,198
| New | +$483K | 0.33% | 69 |
|