NAVIS WEALTH ADVISORS, LLC – ALPS Clean Energy ETF Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
$2.07M
portfolio value
NAVIS WEALTH ADVISORS, LLC quarter portfolio value change:
+14.15%
quarter
ALPS Clean Energy ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.22% | 813 shares | 297K | $55.5 | 37.39K |
| Q2 2022 | share | Decrease | -6.73% | -2.63K shares | -705K | $48.62 | 36.57K |
| Q1 2022 | share | Decrease | -11.86% | -5.27K shares | -371K | $63.32 | 39.21K |
| Q4 2021 | share | Increase | +19.42% | 7.23K shares | 390K | $64.26 | 44.49K |
| Q3 2021 | share | Decrease | -1.26% | -476 shares | -397K | $66.14 | 37.25K |
| Q2 2021 | share | Increase | +10.85% | 3.69K shares | 205K | $75.69 | 37.73K |
| Q1 2021 | share | Increase | +6.05% | 1.94K shares | 83K | $77.71 | 34.04K |
| Q4 2020 | share | Increase | 0.00% | 32.09K shares | 2.57M | $79.77 | 32.09K |