Wealth Enhancement Advisory Services’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,995
| Closed | -$132K | – | 3107 |
|
|
2024
Q4 | $132K | Sell |
10,995
-1,674
| -13% | -$20.1K | ﹤0.01% | 2738 |
|
|
2024
Q3 | $165K | Buy |
12,669
+144
| +1% | +$1.88K | ﹤0.01% | 2453 |
|
|
2024
Q2 | $144K | Sell |
12,525
-787
| -6% | -$9.06K | ﹤0.01% | 2348 |
|
|
2024
Q1 | $157K | Sell |
13,312
-8,757
| -40% | -$103K | ﹤0.01% | 2243 |
|
|
2023
Q4 | $258K | Sell |
22,069
-3
| -0% | -$35 | ﹤0.01% | 1913 |
|
|
2023
Q3 | $264K | Buy |
+22,072
| New | +$264K | ﹤0.01% | 1812 |
|