Alterna 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,754
| Closed | -$167K | – | 98 |
|
2023
Q4 | $167K | Sell |
10,754
-21,704
| -67% | -$338K | 0.2% | 73 |
|
2023
Q3 | $475K | Buy |
32,458
+2,313
| +8% | +$33.8K | 0.61% | 43 |
|
2023
Q2 | $555K | Sell |
30,145
-5,051
| -14% | -$92.9K | 0.64% | 38 |
|
2023
Q1 | $696K | Sell |
35,196
-285
| -0.8% | -$5.64K | 0.87% | 32 |
|
2022
Q4 | $705K | Sell |
35,481
-1,459
| -4% | -$29K | 0.79% | 32 |
|
2022
Q3 | $705K | Sell |
36,940
-10,986
| -23% | -$210K | 0.84% | 30 |
|
2022
Q2 | $913K | Sell |
47,926
-3,157
| -6% | -$60.1K | 0.93% | 30 |
|
2022
Q1 | $1.1M | Buy |
51,083
+8,903
| +21% | +$192K | 0.93% | 26 |
|
2021
Q4 | $893K | Buy |
+42,180
| New | +$893K | 0.74% | 37 |
|