Atria Wealth Solutions’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-23,620	Closed	-$347K	–	2034
2024 Q3	$347K	Sell	23,620 -4,403	-16%	-$62K	﹤0.01%	1426
2024 Q2	$373K	Sell	28,023 -8,605	-23%	-$121K	﹤0.01%	1376
2024 Q1	$512K	Sell	36,628 -8,063	-18%	-$114K	0.01%	1249
2023 Q4	$696K	Sell	44,691 -18,082	-29%	-$254K	0.01%	1039
2023 Q3	$918K	Sell	62,773 -5,810	-8%	-$97.5K	0.01%	858
2023 Q2	$1.26M	Sell	68,583 -8,735	-11%	-$164K	0.02%	749
2023 Q1	$1.53M	Buy	77,318 +4,990	+7%	+$98.9K	0.02%	638
2022 Q4	$1.44M	Sell	72,328 -4,431	-6%	-$87.1K	0.02%	616
2022 Q3	$1.47M	Buy	76,759 +28,118	+58%	+$599K	0.03%	595
2022 Q2	$927K	Sell	48,641 -24,886	-34%	-$485K	0.02%	729
2022 Q1	$1.58M	Buy	+73,527	New	+$1.44M	0.03%	554