Clean Yield Group Closed Holding Positions

Clean Yield Group

  • $293 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q2 2022 Filed on Jul 18, 2022
10
$79.4 - $116.36 $794 - $1.16K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Jul 18, 2022
20
$88.4 - $105.81 $1.77K - $2.12K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2022 Filed on Jul 18, 2022
0
$28.19 - $33.79 $0 - $0
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2022 Filed on Jul 18, 2022
124
$39.7 - $46.11 $4.92K - $5.72K
Cerner Corp Com
Q2 2022 Filed on Jul 18, 2022
1,250
N/A
BSX
Boston Scientific Corp

Healthcare
Q2 2022 Filed on Jul 18, 2022
50
$35.24 - $47.1 $1.76K - $2.36K
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Jul 18, 2022
35
$181.58 - $368.0 $6.36K - $12.9K
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
69
$37.64 - $48.83 $2.6K - $3.37K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2022 Filed on Jul 18, 2022
6
$229.13 - $278.62 $1.37K - $1.67K
HLI
Houlihan Lokey, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
50
$76.53 - $89.4 $3.83K - $4.47K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q2 2022 Filed on Jul 18, 2022
19
$81.77 - $116.17 $1.55K - $2.21K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2022 Filed on Jul 18, 2022
147
$24.32 - $27.85 $3.58K - $4.09K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q1 2022 Filed on Apr 25, 2022
375
$27.36 - $40.22 $10.3K - $15.1K
Kirkland Lake Gold LTD Com
Q1 2022 Filed on Apr 25, 2022
10,950
N/A
Pretium Res Inc Com
Q1 2022 Filed on Apr 25, 2022
3,300
N/A
ETHO
ETF Managers Tr

ETFs
Q1 2022 Filed on Apr 25, 2022
154
$54.6 - $64.2 $8.41K - $9.89K
SILV
Silver Crest Metals Inc.

Basic Materials
Q1 2022 Filed on Apr 25, 2022
12,900
$7.01 - $9.65 $90.4K - $124K
COUP
Coupa Software Inc

Technology
Q1 2022 Filed on Apr 25, 2022
10
$72.55 - $164.06 $726 - $1.64K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2022 Filed on Apr 25, 2022
58
$122.15 - $136.9 $7.08K - $7.94K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2022 Filed on Apr 25, 2022
348
$63.62 - $78.22 $22.1K - $27.2K
LUMN
Lumen Technologies, Inc.

Communication Services
Q1 2022 Filed on Apr 25, 2022
350
$9.62 - $13.77 $3.37K - $4.82K
PHG
Koninklijke Philips Nv

Healthcare
Q1 2022 Filed on Apr 25, 2022
720
$29.49 - $38.77 $21.2K - $27.9K
BMI
Badger Meter Inc

Technology
Q1 2022 Filed on Apr 25, 2022
23
$86.27 - $106.44 $1.98K - $2.45K
AG
First Majestic Silver Corp

Basic Materials
Q1 2022 Filed on Apr 25, 2022
7,000
$9.54 - $14.02 $66.8K - $98.1K
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on Apr 25, 2022
219
$16.35 - $19.09 $3.58K - $4.18K
Renewable Energy Group Inc Com New
Q1 2022 Filed on Apr 25, 2022
98
N/A
CHNG
Change Healthcare Inc.
Q1 2022 Filed on Apr 25, 2022
2,875
$19.1 - $22.24 $54.9K - $63.9K
ERF
Enerplus Corp

Energy
Q1 2022 Filed on Apr 25, 2022
325
$10.61 - $13.92 $3.45K - $4.52K
CLX
Clorox CO

Consumer Defensive
Q1 2022 Filed on Apr 25, 2022
18
$127.62 - $186.6 $2.3K - $3.36K
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on Apr 25, 2022
11
$380.09 - $587.6 $4.18K - $6.46K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q1 2022 Filed on Apr 25, 2022
50
$20.57 - $27.4 $1.03K - $1.37K
SOCL
Global X Fds Global X Social M

ETFs
Q1 2022 Filed on Apr 25, 2022
270
$36.21 - $54.05 $9.78K - $14.6K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on Apr 25, 2022
98
$163.19 - $210.31 $16K - $20.6K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q1 2022 Filed on Apr 25, 2022
173
$7.98 - $9.78 $1.38K - $1.69K
URI
United Rentals, Inc.

Industrials
Q1 2022 Filed on Apr 25, 2022
16
$297.17 - $365.2 $4.75K - $5.84K
AWR
American States Water CO

Utilities
Q1 2022 Filed on Apr 25, 2022
300
$83.13 - $102.8 $24.9K - $30.8K
VGSH
Vanguard

ETFs
Q1 2022 Filed on Apr 25, 2022
50
$59.19 - $60.79 $2.96K - $3.04K
WDFC
Wd 40 CO

Basic Materials
Q1 2022 Filed on Apr 25, 2022
12
$183.23 - $254.76 $2.2K - $3.06K
Xilinx Inc Com
Q1 2022 Filed on Apr 25, 2022
63
N/A
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on Apr 25, 2022
401
$95.6 - $107.05 $38.3K - $42.9K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q4 2021 Filed on Jan 24, 2022
150
$40.93 - $54.57 $6.14K - $8.19K
IIVI
Ii Vi Inc

Technology
Q4 2021 Filed on Jan 24, 2022
135
$54.61 - $70.5 $7.37K - $9.52K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q4 2021 Filed on Jan 24, 2022
0
$182.1 - $202.87 $0 - $0
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q4 2021 Filed on Jan 24, 2022
66
$55.82 - $56.81 $3.68K - $3.75K
FIW
First Trust Water ETF

ETFs
Q4 2021 Filed on Jan 24, 2022
0
$85.44 - $94.96 $0 - $0
VTR
Ventas, Inc.

Real Estate
Q4 2021 Filed on Jan 24, 2022
500
$45.69 - $56.9 $22.8K - $28.5K
Century Bancorporation Inc Cl A Non Vtg
Q4 2021 Filed on Jan 24, 2022
72,357
N/A
ET
Energy Transfer LP

Energy
Q4 2021 Filed on Jan 24, 2022
1,510
$8.15 - $10.19 $12.3K - $15.4K
ELAN
Elanco Animal Health Inc

Healthcare
Q4 2021 Filed on Jan 24, 2022
172
$27.74 - $34.09 $4.77K - $5.86K
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