Toth Financial Advisory’s SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-760
| Closed | -$51.3K | – | 732 |
|
|
2023
Q3 | $51.3K | Hold |
760
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $64.3K | Buy |
760
+310
| +69% | +$26.2K | 0.01% | 251 |
|
|
2023
Q1 | $39K | Buy |
+450
| New | +$39K | 0.01% | 301 |
|
|
2022
Q4 | – | Sell |
-900
| Closed | -$76K | – | 728 |
|
|
2022
Q3 | $76K | Hold |
900
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $70K | Hold |
900
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $81K | Hold |
900
| – | – | 0.01% | 246 |
|
|
2021
Q4 | $81K | Buy |
900
+350
| +64% | +$31.5K | 0.01% | 256 |
|
|
2021
Q3 | $52K | Buy |
+550
| New | +$52K | 0.01% | 306 |
|