Tyler-Stone Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-100
Closed -$4K 898
2023
Q3
$4K Hold
100
﹤0.01% 717
2023
Q2
$5K Buy
+100
New +$5K ﹤0.01% 681
2022
Q4
$5K Hold
100
﹤0.01% 635
2022
Q3
$6K Hold
100
﹤0.01% 607
2022
Q2
$5K Hold
100
﹤0.01% 647
2022
Q1
$6K Sell
100
-100
-50% -$6K ﹤0.01% 629
2021
Q4
$13K Buy
+200
New +$13K 0.01% 550