TFA
Tobias Financial Advisors’s ALPS Clean Energy ETF ACES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-83,961
| Closed | -$3.07M | – | 97 |
|
|
2023
Q3 | $3.07M | Buy |
83,961
+77,852
| +1,274% | +$2.85M | 0.81% | 33 |
|
|
2023
Q2 | $276K | Sell |
6,109
-6,429
| -51% | -$290K | 0.07% | 78 |
|
|
2023
Q1 | $583K | Sell |
12,538
-6,503
| -34% | -$302K | 0.17% | 58 |
|
|
2022
Q4 | $866K | Buy |
19,041
+4,382
| +30% | +$199K | 0.28% | 53 |
|
|
2022
Q3 | $814K | Sell |
14,659
-19,203
| -57% | -$1.07M | 0.29% | 52 |
|
|
2022
Q2 | $1.65M | Buy |
33,862
+22,131
| +189% | +$1.08M | 0.55% | 41 |
|
|
2022
Q1 | $743K | Buy |
+11,731
| New | +$743K | 0.26% | 51 |
|