WIM
Westside Investment Management’s ALPS Clean Energy ETF ACES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-400
| Closed | -$11.9K | – | 984 |
|
|
2024
Q1 | $11.9K | Hold |
400
| – | – | ﹤0.01% | 598 |
|
|
2023
Q4 | $14.4K | Hold |
400
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $14.6K | Hold |
400
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $18.1K | Sell |
400
-8,245
| -95% | -$373K | 0.01% | 501 |
|
|
2023
Q1 | $400K | Buy |
8,645
+300
| +4% | +$13.9K | 0.12% | 149 |
|
|
2022
Q4 | $75.4K | Buy |
8,345
+100
| +1% | +$903 | 0.19% | 105 |
|
|
2022
Q3 | $91.9K | Sell |
8,245
-1,010
| -11% | -$11.3K | 0.22% | 96 |
|
|
2022
Q2 | $87.7K | Buy |
9,255
+200
| +2% | +$1.9K | 0.2% | 100 |
|
|
2022
Q1 | $97K | Buy |
9,055
+2,940
| +48% | +$31.5K | 0.21% | 97 |
|
|
2021
Q4 | $64.2K | Buy |
6,115
+350
| +6% | +$3.67K | 0.15% | 110 |
|
|
2021
Q3 | $66.2K | Buy |
5,765
+150
| +3% | +$1.72K | 0.15% | 107 |
|
|
2021
Q2 | $75.8K | Sell |
5,615
-580
| -9% | -$7.83K | 0.18% | 97 |
|
|
2021
Q1 | $78K | Buy |
6,195
+6,145
| +12,290% | +$77.4K | 0.21% | 88 |
|
|
2020
Q4 | $4 | Buy |
+50
| New | +$4 | ﹤0.01% | 568 |
|