UIA
Ulland Investment 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 |
-1,795
| Closed | -$66K | – | 202 |
|
|
2023
Q3 | $66K | Sell |
1,795
-1,020
| -36% | -$37.5K | 0.07% | 88 |
|
|
2023
Q2 | $127K | Sell |
2,815
-6,150
| -69% | -$277K | 0.13% | 68 |
|
|
2023
Q1 | $417K | Sell |
8,965
-1,540
| -15% | -$71.6K | 0.49% | 39 |
|
|
2022
Q4 | $478K | Sell |
10,505
-990
| -9% | -$45K | 0.57% | 37 |
|
|
2022
Q3 | $638K | Buy |
11,495
+10,195
| +784% | +$566K | 0.7% | 35 |
|
|
2022
Q2 | $63K | Hold |
1,300
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $82K | Buy |
+1,300
| New | +$82K | 0.06% | 86 |
|