Atria Wealth Solutions’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
Q4 | – | Sell |
-23,620
| Closed | -$347K | – | 2003 |
|
|
2024
Q3 | $347K | Sell |
23,620
-4,403
| -16% | -$64.7K | ﹤0.01% | 1415 |
|
|
2024
Q2 | $373K | Sell |
28,023
-8,605
| -23% | -$115K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $512K | Sell |
36,628
-8,063
| -18% | -$113K | 0.01% | 1244 |
|
|
2023
Q4 | $696K | Sell |
44,691
-18,082
| -29% | -$282K | 0.01% | 1030 |
|
|
2023
Q3 | $918K | Sell |
62,773
-5,810
| -8% | -$84.9K | 0.01% | 854 |
|
|
2023
Q2 | $1.26M | Sell |
68,583
-8,735
| -11% | -$161K | 0.02% | 746 |
|
|
2023
Q1 | $1.53M | Buy |
77,318
+4,990
| +7% | +$98.7K | 0.02% | 637 |
|
|
2022
Q4 | $1.44M | Sell |
72,328
-4,431
| -6% | -$88K | 0.02% | 615 |
|
|
2022
Q3 | $1.47M | Buy |
76,759
+28,118
| +58% | +$537K | 0.03% | 592 |
|
|
2022
Q2 | $927K | Sell |
48,641
-24,886
| -34% | -$474K | 0.02% | 709 |
|
|
2022
Q1 | $1.58M | Buy |
+73,527
| New | +$1.58M | 0.03% | 554 |
|