YHB Investment Advisors’s SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,690
| Closed | -$249K | – | 268 |
|
|
2023
Q3 | $249K | Sell |
3,690
-300
| -8% | -$20.2K | 0.02% | 247 |
|
|
2023
Q2 | $338K | Hold |
3,990
| – | – | 0.03% | 218 |
|
|
2023
Q1 | $346K | Buy |
3,990
+400
| +11% | +$34.7K | 0.03% | 219 |
|
|
2022
Q4 | $294K | Hold |
3,590
| – | – | 0.03% | 223 |
|
|
2022
Q3 | $305K | Buy |
3,590
+315
| +10% | +$26.8K | 0.03% | 222 |
|
|
2022
Q2 | $255K | Buy |
+3,275
| New | +$255K | 0.03% | 242 |
|