WANY
ZONE

Wealthspire Advisors (New York)’s CleanCore Solutions ZONE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ZONE Stock Details ZONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$72.9K Sell
30,000
-61,854
-67% -$150K ﹤0.01% 830
2025
Q1 		$87.2K Buy
91,854
+16,854
+22% +$16K ﹤0.01% 767
2024
Q4 		$96.8K Buy
+75,000
New +$96.8K ﹤0.01% 768