Tobias Financial Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Tobias Financial Advisors’s Portfolio ACES Stock Details ACES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$3.07M	Buy
2023 Q2	$276K	Sell
2023 Q1	$583K	Sell
2022 Q4	$866K	Buy
2022 Q3	$814K	Sell
2022 Q2	$1.65M	Buy
2022 Q1	$743K	Buy