Annis Gardner Whiting Capital Advisors’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 | $900K | Buy |
68,627
+7,923
| +13% | +$104K | 0.31% | 69 |
|
|
2025
Q1 | $693K | Buy |
60,704
+8,417
| +16% | +$96.1K | 0.29% | 75 |
|
|
2024
Q4 | $595K | Hold |
52,287
| – | – | 0.17% | 111 |
|
|
2024
Q3 | $768K | Hold |
52,287
| – | – | 0.22% | 93 |
|
|
2024
Q2 | $696K | Hold |
52,287
| – | – | 0.2% | 99 |
|
|
2024
Q1 | $731K | Buy |
52,287
+7,087
| +16% | +$99.1K | 0.26% | 75 |
|
|
2023
Q4 | $704K | Hold |
45,200
| – | – | 0.31% | 65 |
|
|
2023
Q3 | $661K | Buy |
+45,200
| New | +$661K | 0.35% | 52 |
|