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