Clean Yield Group Closed Holding Positions

Clean Yield Group

  • $296 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
United Finl Bancorp Inc New Com
Q4 2019 Filed on Jan 17, 2020
16,100
N/A
Connecticut Wtr Svc Inc Com
Q4 2019 Filed on Jan 17, 2020
37,672
N/A
Hsbc Hldgs PLC Adr A 1/40 Pf A
Q4 2019 Filed on Jan 17, 2020
2,000
N/A
SPSC
Sps Commerce Inc

Technology
Q4 2019 Filed on Jan 17, 2020
90
$46.3 - $58.62 $4.17K - $5.28K
Suntrust Bks Inc Com
Q4 2019 Filed on Jan 17, 2020
1,333
N/A
Axa Equitable Hldgs Inc Com
Q4 2019 Filed on Jan 17, 2020
765
N/A
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q4 2019 Filed on Jan 17, 2020
625
$9.4 - $11.59 $5.88K - $7.24K
MITK
Mitek Systems Inc

Technology
Q4 2019 Filed on Jan 17, 2020
450
$7.03 - $10.08 $3.16K - $4.54K
BDN
Brandywine Realty Trust

Real Estate
Q4 2019 Filed on Jan 17, 2020
630
$14.37 - $15.75 $9.05K - $9.92K
ALLT
Allot Ltd.

Technology
Q4 2019 Filed on Jan 17, 2020
810
$7.39 - $8.85 $5.99K - $7.17K
IAG
Iamgold Corp

Basic Materials
Q4 2019 Filed on Jan 17, 2020
43,000
$3.26 - $3.82 $140K - $164K
MORN
Morningstar, Inc.

Financial Services
Q3 2019 Filed on Oct 23, 2019
131
$144.99 - $161.58 $19K - $21.2K
Proshares Ultrashort Qqq
Q3 2019 Filed on Oct 23, 2019
5,000
N/A
BKR
Baker Hughes CO

Energy
Q3 2019 Filed on Oct 23, 2019
0
$20.71 - $25.39 $0 - $0
Anadarko Pete Corp Com
Q3 2019 Filed on Oct 23, 2019
1,861
N/A
Mylan N V Shs Euro
Q3 2019 Filed on Oct 23, 2019
0
N/A
MRO
Marathon Oil Corp

Energy
Q3 2019 Filed on Oct 23, 2019
0
$11.53 - $14.25 $0 - $0
DCI
Donaldson CO Inc

Industrials
Q3 2019 Filed on Oct 23, 2019
0
$45.98 - $53.14 $0 - $0
PEG
Public Service Enterprise Group Inc

Utilities
Q3 2019 Filed on Oct 23, 2019
242
$55.63 - $62.26 $13.5K - $15.1K
Hospitality Pptys Tr Com Sh Ben Int
Q3 2019 Filed on Oct 23, 2019
1,000
N/A
Amerigas Partners L P Unit L P Int
Q3 2019 Filed on Oct 23, 2019
200
N/A
UNFI
United Natural Foods Inc

Consumer Defensive
Q3 2019 Filed on Oct 23, 2019
3,380
$6.92 - $13.4 $23.4K - $45.3K
WMB
Williams Companies, Inc.

Energy
Q3 2019 Filed on Oct 23, 2019
0
$22.88 - $28.85 $0 - $0
NOC
Northrop Grumman Corp

Industrials
Q3 2019 Filed on Oct 23, 2019
0
$318.54 - $382.15 $0 - $0
EQT
Eqt Corp

Energy
Q3 2019 Filed on Oct 23, 2019
0
$9.82 - $16.07 $0 - $0
Direxion Daily Gold Miners Bull 3 X Shares
Q3 2019 Filed on Oct 23, 2019
1,300
N/A
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q3 2019 Filed on Oct 23, 2019
262
$13.59 - $16.0 $3.56K - $4.19K
TTE
Total Energies Se

Energy
Q3 2019 Filed on Oct 23, 2019
0
$48.01 - $56.58 $0 - $0
Sun Hydraulics Corp Com
Q2 2019 Filed on Jul 22, 2019
13,702
N/A
LSI
Life Storage, Inc.

Real Estate
Q2 2019 Filed on Jul 22, 2019
500
$61.41 - $66.01 $30.7K - $33K
Investors Bancorp Inc New Com
Q2 2019 Filed on Jul 22, 2019
210
N/A
Direxion Daily Semiconductor Bear 3 X Shares
Q2 2019 Filed on Jul 22, 2019
20,000
N/A
HY
Hyster Yale Materials Handling, Inc.

Industrials
Q2 2019 Filed on Jul 22, 2019
350
$43.98 - $68.04 $15.4K - $23.8K
Dowdupont Inc Com
Q2 2019 Filed on Jul 22, 2019
27,207
N/A
CUBI
Customers Bancorp, Inc.

Financial Services
Q2 2019 Filed on Jul 22, 2019
140
$18.62 - $23.01 $2.61K - $3.22K
Goldcorp Inc New Com
Q2 2019 Filed on Jul 22, 2019
36,400
N/A
Total Sys Svcs Inc Com
Q2 2019 Filed on Jul 22, 2019
50
N/A
CASY
Caseys General Stores Inc

Consumer Cyclical
Q2 2019 Filed on Jul 22, 2019
10
$128.69 - $155.99 $1.29K - $1.56K
AEE
Ameren Corp

Utilities
Q2 2019 Filed on Jul 22, 2019
30
$70.48 - $77.45 $2.11K - $2.32K
Corelogic Inc Com
Q2 2019 Filed on Jul 22, 2019
40
N/A
EPC
Edgewell Personal Care CO

Consumer Defensive
Q2 2019 Filed on Jul 22, 2019
11,985
$26.61 - $44.89 $319K - $538K
CRI
Carters Inc

Consumer Cyclical
Q2 2019 Filed on Jul 22, 2019
20
$84.11 - $108.12 $1.68K - $2.16K
EME
Emcor Group, Inc.

Industrials
Q2 2019 Filed on Jul 22, 2019
50
$73.93 - $88.1 $3.7K - $4.41K
EVR
Evercore Inc.

Financial Services
Q2 2019 Filed on Jul 22, 2019
35
$77.23 - $98.02 $2.7K - $3.43K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2019 Filed on Jul 22, 2019
100
$41.7 - $46.67 $4.17K - $4.67K
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2019 Filed on Jul 22, 2019
15
$202.66 - $230.63 $3.04K - $3.46K
EXD
Eaton Vance Tax Managed Buy Write Strategy Fund

Financial Services
Q2 2019 Filed on Jul 22, 2019
0
$8.85 - $9.69 $0 - $0
ETRN
Equitrans Midstream Corp

Energy
Q2 2019 Filed on Jul 22, 2019
1,160
$19.24 - $22.04 $22.3K - $25.6K
Apache Corp Com
Q1 2019 Filed on Apr 24, 2019
44
N/A
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