Clean Yield Group Closed Holding Positions

Clean Yield Group

  • $296 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
COP
Conocophillips

Energy
Q1 2024 Filed on May 29, 2024
65
$106.93 - $127.28 $6.95K - $8.27K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q3 2023 Filed on Oct 12, 2023
7,000
$9.63 - $10.29 $67.4K - $72K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
Q3 2023 Filed on Oct 12, 2023
7,000
$7.82 - $8.48 $54.7K - $59.4K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2023 Filed on Oct 12, 2023
1,248
$74.99 - $75.99 $93.6K - $94.8K
CCI
Crown Castle International Corp

Real Estate
Q2 2023 Filed on Jul 26, 2023
20
$109.44 - $134.51 $2.19K - $2.69K
MTH
Meritage Homes Corp

Consumer Cyclical
Q2 2023 Filed on Jul 26, 2023
11
$114.01 - $142.27 $1.25K - $1.56K
WPP
Wpp PLC

Communication Services
Q1 2023 Filed on Apr 26, 2023
754
$50.12 - $63.4 $37.8K - $47.8K
QRVO
Qorvo, Inc.

Technology
Q4 2022 Filed on Jan 31, 2023
70
$78.53 - $102.2 $5.5K - $7.15K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q4 2022 Filed on Jan 31, 2023
15
$117.88 - $142.63 $1.77K - $2.14K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q3 2022 Filed on Oct 31, 2022
14
$182.44 - $250.54 $2.55K - $3.51K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q3 2022 Filed on Oct 31, 2022
41
$113.37 - $142.31 $4.65K - $5.83K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2022 Filed on Oct 31, 2022
101
$59.85 - $78.1 $6.04K - $7.89K
SRE
Sempra Energy

Utilities
Q2 2022 Filed on Jul 18, 2022
7
$139.49 - $172.67 $976 - $1.21K
TMUS
T Mobile Us, Inc.

Communication Services
Q2 2022 Filed on Jul 18, 2022
13
$121.73 - $138.59 $1.58K - $1.8K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 18, 2022
5,000
$7.35 - $8.71 $36.8K - $43.6K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2022 Filed on Jul 18, 2022
582
$76.82 - $91.91 $44.7K - $53.5K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2022 Filed on Jul 18, 2022
125
$27.2 - $48.94 $3.4K - $6.12K
STX
Seagate Technology Holdings PLC

Technology
Q2 2022 Filed on Jul 18, 2022
19
$70.75 - $90.97 $1.34K - $1.73K
SPG
Simon Property Group Inc

Real Estate
Q2 2022 Filed on Jul 18, 2022
5
$94.62 - $134.53 $473 - $673
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Jul 18, 2022
30
$101.7 - $144.56 $3.05K - $4.34K
VVR
Invesco Senior Income Trust

Financial Services
Q2 2022 Filed on Jul 18, 2022
0
$3.74 - $4.31 $0 - $0
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Jul 18, 2022
37
$44.6 - $58.78 $1.65K - $2.17K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
Q2 2022 Filed on Jul 18, 2022
0
$16.85 - $19.38 $0 - $0
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q2 2022 Filed on Jul 18, 2022
298
$24.37 - $25.22 $7.26K - $7.52K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q2 2022 Filed on Jul 18, 2022
3,500
$8.2 - $10.23 $28.7K - $35.8K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2022 Filed on Jul 18, 2022
1,294
$64.88 - $77.18 $84K - $99.9K
VLO
Valero Energy Corp

Energy
Q2 2022 Filed on Jul 18, 2022
17
$100.74 - $145.08 $1.71K - $2.47K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2022 Filed on Jul 18, 2022
240
$21.16 - $21.27 $5.08K - $5.1K
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2022 Filed on Jul 18, 2022
225
$119.89 - $142.83 $27K - $32.1K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q2 2022 Filed on Jul 18, 2022
0
$33.39 - $40.97 $0 - $0
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 18, 2022
226
$81.27 - $102.58 $18.4K - $23.2K
INGR
Ingredion Inc

Consumer Defensive
Q2 2022 Filed on Jul 18, 2022
320
$84.62 - $95.92 $27.1K - $30.7K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
222
$32.84 - $44.35 $7.29K - $9.85K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2022 Filed on Jul 18, 2022
324
$20.57 - $21.06 $6.66K - $6.82K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
250
$46.62 - $50.36 $11.7K - $12.6K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q2 2022 Filed on Jul 18, 2022
170
$25.0 - $25.26 $4.25K - $4.29K
KLAC
Kla Corp

Technology
Q2 2022 Filed on Jul 18, 2022
7
$310.4 - $371.77 $2.17K - $2.6K
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Jul 18, 2022
147
$44.17 - $57.68 $6.49K - $8.48K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Jul 18, 2022
28
$66.73 - $79.1 $1.87K - $2.21K
MAAX
Vaneck Muni Allocation ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
6,215
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Jul 18, 2022
25
$107.41 - $121.51 $2.69K - $3.04K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
45
$73.1 - $82.57 $3.29K - $3.72K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2022 Filed on Jul 18, 2022
190
$31.13 - $37.19 $5.91K - $7.07K
VOYA
Voya Financial, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
40
$57.53 - $69.64 $2.3K - $2.79K
ALGN
Align Technology Inc

Healthcare
Q2 2022 Filed on Jul 18, 2022
5
$229.82 - $446.41 $1.15K - $2.23K
DDOG
Datadog, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
6
$81.99 - $156.56 $492 - $939
LIN
Linde PLC

Basic Materials
Q2 2022 Filed on Jul 18, 2022
27
$287.53 - $335.76 $7.76K - $9.07K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 18, 2022
109
$31.92 - $38.05 $3.48K - $4.15K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q2 2022 Filed on Jul 18, 2022
28
$101.26 - $104.65 $2.84K - $2.93K
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