WWM
Wagner Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 240 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 642 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$1K | – | 208 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 648 |
|
|
2021
Q3 | $2K | Sell |
20
-135
| -87% | -$13.5K | ﹤0.01% | 593 |
|
|
2021
Q2 | $12K | Sell |
155
-4,524
| -97% | -$350K | 0.01% | 468 |
|
|
2021
Q1 | $365K | Sell |
4,679
-2,745
| -37% | -$214K | 0.29% | 70 |
|
|
2020
Q4 | $595K | Buy |
+7,424
| New | +$595K | 0.57% | 54 |
|