AE Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Sell |
2,480
-562
| -18% | -$7.37K | ﹤0.01% | 1675 |
|
|
2025
Q1 | $34.7K | Sell |
3,042
-302
| -9% | -$3.45K | ﹤0.01% | 1638 |
|
|
2024
Q4 | $38.1K | Buy |
+3,344
| New | +$38.1K | ﹤0.01% | 1602 |
|
|
2024
Q1 | – | Sell |
-105,160
| Closed | -$1.46M | – | 1546 |
|
|
2023
Q4 | $1.46M | Buy |
105,160
+4,848
| +5% | +$67.2K | 0.01% | 1022 |
|
|
2023
Q3 | $1.47M | Buy |
100,312
+10,872
| +12% | +$159K | 0.01% | 946 |
|
|
2023
Q2 | $1.65M | Sell |
89,440
-2,435
| -3% | -$44.8K | 0.01% | 897 |
|
|
2023
Q1 | $1.82M | Sell |
91,875
-7,317
| -7% | -$145K | 0.01% | 836 |
|
|
2022
Q4 | $1.97M | Sell |
99,192
-137,873
| -58% | -$2.74M | 0.01% | 755 |
|
|
2022
Q3 | $4.53M | Sell |
237,065
-12,799
| -5% | -$244K | 0.04% | 448 |
|
|
2022
Q2 | $4.76M | Sell |
249,864
-9,296
| -4% | -$177K | 0.04% | 418 |
|
|
2022
Q1 | $5.58M | Buy |
259,160
+110,052
| +74% | +$2.37M | 0.04% | 408 |
|
|
2021
Q4 | $3.16M | Sell |
149,108
-86,125
| -37% | -$1.82M | 0.02% | 551 |
|
|
2021
Q3 | $5.09M | Buy |
235,233
+5,877
| +3% | +$127K | 0.04% | 377 |
|
|
2021
Q2 | $5.38M | Buy |
229,356
+33,058
| +17% | +$776K | 0.05% | 346 |
|
|
2021
Q1 | $4.77M | Buy |
196,298
+187,553
| +2,145% | +$4.56M | 0.05% | 319 |
|
|
2020
Q4 | $247K | Buy |
+8,745
| New | +$247K | ﹤0.01% | 1205 |
|