Tempus Wealth Planning’s ALPS Clean Energy ETF ACES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$232K Buy
2024
Q3
$237K Buy
2024
Q2
$222K Sell
2024
Q1
$271K Sell
2023
Q4
$358K Buy
2023
Q3
$257K Buy
2023
Q2
$313K Buy
2023
Q1
$292K Buy
2022
Q4
$254K Sell
2022
Q3
$359K Sell
2022
Q2
$326K Buy
2022
Q1
$328K Buy