Clean Yield Group Closed Holding Positions

Clean Yield Group

  • $285 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NTR
Nutrien Ltd.

Basic Materials
Q4 2021 Filed on Jan 24, 2022
174
$65.93 - $76.54 $11.5K - $13.3K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q4 2021 Filed on Jan 24, 2022
66
$55.82 - $56.81 $3.68K - $3.75K
ELAN
Elanco Animal Health Inc

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

Real Estate
Q4 2021 Filed on Jan 24, 2022
500
$45.69 - $56.9 $22.8K - $28.5K
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2021 Filed on Jan 24, 2022
550
$31.71 - $41.99 $17.4K - $23.1K
FIW
First Trust Water ETF

ETFs
Q4 2021 Filed on Jan 24, 2022
0
$85.44 - $94.96 $0 - $0
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q4 2021 Filed on Jan 24, 2022
0
$13.48 - $14.48 $0 - $0
TKR
Timken CO

Industrials
Q4 2021 Filed on Jan 24, 2022
115
$63.93 - $77.43 $7.35K - $8.9K
IIVI
Ii Vi Inc

Technology
Q4 2021 Filed on Jan 24, 2022
135
$54.61 - $70.5 $7.37K - $9.52K
Cyrusone Inc Com
Q4 2021 Filed on Jan 24, 2022
50
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Jan 24, 2022
250
$57.28 - $81.19 $14.3K - $20.3K
Century Bancorporation Inc Cl A Non Vtg
Q4 2021 Filed on Jan 24, 2022
72,357
N/A
EMQQ
Emqq Emerging Markets Internet

ETFs
Q4 2021 Filed on Jan 24, 2022
150
$40.93 - $54.57 $6.14K - $8.19K
TWOU
2 U, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 24, 2022
344
$20.0 - $34.34 $6.88K - $11.8K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Jan 24, 2022
109
$32.88 - $37.84 $3.58K - $4.12K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q4 2021 Filed on Jan 24, 2022
0
$182.1 - $202.87 $0 - $0
AERI
Aerie Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Oct 27, 2021
0
$11.32 - $16.63 $0 - $0
NTUS
Natus Medical Inc

Healthcare
Q3 2021 Filed on Oct 27, 2021
600
$24.03 - $26.97 $14.4K - $16.2K
AMCX
Amc Networks Inc.

Communication Services
Q3 2021 Filed on Oct 27, 2021
25
$44.2 - $66.86 $1.11K - $1.67K
DVN
Devon Energy Corp

Energy
Q3 2021 Filed on Oct 27, 2021
0
$24.93 - $35.75 $0 - $0
DAL
Delta Air Lines, Inc.

Industrials
Q3 2021 Filed on Oct 27, 2021
0
$37.93 - $44.23 $0 - $0
SNV
Synovus Financial Corp

Financial Services
Q3 2021 Filed on Oct 27, 2021
0
$38.93 - $44.63 $0 - $0
CMI
Cummins Inc

Industrials
Q3 2021 Filed on Oct 27, 2021
10
$219.54 - $243.28 $2.2K - $2.43K
MEOH
Methanex Corp

Basic Materials
Q3 2021 Filed on Oct 27, 2021
0
$30.07 - $48.13 $0 - $0
NWSA
News Corp

Communication Services
Q3 2021 Filed on Oct 27, 2021
0
$21.86 - $26.14 $0 - $0
SNA
Snap On Inc

Industrials
Q3 2021 Filed on Oct 27, 2021
13
$208.95 - $231.63 $2.72K - $3.01K
BATRA
Liberty Media Corp

Communication Services
Q3 2021 Filed on Oct 27, 2021
60
$25.05 - $28.97 $1.5K - $1.74K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
710
$12.99 - $20.47 $9.22K - $14.5K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q3 2021 Filed on Oct 27, 2021
3,525
$32.72 - $33.43 $115K - $118K
VXX
Barclays Bank PLC

ETFs
Q3 2021 Filed on Oct 27, 2021
5,125
$24.58 - $34.91 $126K - $179K
First Eagle Senior Loan Fund Com New
Q3 2021 Filed on Oct 27, 2021
55
N/A
NBSE
Neu Base Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
3,100
$3.27 - $4.76 $10.1K - $14.8K
General Electric CO Com
Q3 2021 Filed on Oct 27, 2021
21,443
N/A
Cree Inc Com
Q3 2021 Filed on Oct 27, 2021
1,400
N/A
Phillips 66 Partners LP Com Unit Rep Int
Q3 2021 Filed on Oct 27, 2021
1,900
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2021 Filed on Oct 27, 2021
0
$24.19 - $29.37 $0 - $0
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Oct 27, 2021
50
$33.54 - $40.55 $1.68K - $2.03K
MNOV
Medicinova Inc

Healthcare
Q3 2021 Filed on Oct 27, 2021
4,165
$3.4 - $4.24 $14.2K - $17.7K
FSM
Fortuna Silver Mines Inc

Basic Materials
Q2 2021 Filed on Jul 26, 2021
14,000
$5.39 - $7.96 $75.5K - $111K
EXK
Endeavour Silver Corp

Basic Materials
Q2 2021 Filed on Jul 26, 2021
30,000
$5.08 - $7.49 $152K - $225K
Hms Hldgs Corp Com
Q2 2021 Filed on Jul 26, 2021
27,590
N/A
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2021 Filed on Apr 26, 2021
150
$32.2 - $37.72 $4.83K - $5.66K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q1 2021 Filed on Apr 26, 2021
100
$72.05 - $82.78 $7.21K - $8.28K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2021 Filed on Apr 26, 2021
150
$14.86 - $33.21 $2.23K - $4.98K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
Q1 2021 Filed on Apr 26, 2021
1,400
$49.87 - $79.12 $69.8K - $111K
IGV
Ishares Expanded Tech Software

ETFs
Q1 2021 Filed on Apr 26, 2021
22
$326.82 - $385.88 $7.19K - $8.49K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2021 Filed on Apr 26, 2021
150
$60.8 - $71.55 $9.12K - $10.7K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q1 2021 Filed on Apr 26, 2021
34
$156.06 - $184.84 $5.31K - $6.28K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q1 2021 Filed on Apr 26, 2021
91
$54.27 - $54.96 $4.94K - $5K
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