Avantax Advisory Services’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 | $441K | Sell |
33,630
-2,284
| -6% | -$29.9K | ﹤0.01% | 1661 |
|
|
2025
Q1 | $410K | Sell |
35,914
-3,034
| -8% | -$34.6K | ﹤0.01% | 1641 |
|
|
2024
Q4 | $443K | Sell |
38,948
-4,398
| -10% | -$50.1K | ﹤0.01% | 1528 |
|
|
2024
Q3 | $637K | Sell |
43,346
-4,272
| -9% | -$62.8K | ﹤0.01% | 1257 |
|
|
2024
Q2 | $634K | Sell |
47,618
-2,064
| -4% | -$27.5K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $695K | Sell |
49,682
-6,895
| -12% | -$96.4K | 0.01% | 901 |
|
|
2023
Q4 | $881K | Sell |
56,577
-1,435
| -2% | -$22.3K | 0.01% | 755 |
|
|
2023
Q3 | $848K | Buy |
58,012
+2,554
| +5% | +$37.3K | 0.01% | 745 |
|
|
2023
Q2 | $1.02M | Sell |
55,458
-5,313
| -9% | -$97.8K | 0.01% | 670 |
|
|
2023
Q1 | $1.2M | Sell |
60,771
-1,507
| -2% | -$29.8K | 0.01% | 596 |
|
|
2022
Q4 | $1.24M | Buy |
62,278
+4,702
| +8% | +$93.3K | 0.02% | 556 |
|
|
2022
Q3 | $1.1M | Buy |
57,576
+634
| +1% | +$12.1K | 0.02% | 534 |
|
|
2022
Q2 | $1.09M | Sell |
56,942
-5,136
| -8% | -$97.9K | 0.02% | 524 |
|
|
2022
Q1 | $1.34M | Sell |
62,078
-19,668
| -24% | -$424K | 0.02% | 466 |
|
|
2021
Q4 | $1.73M | Sell |
81,746
-4,082
| -5% | -$86.4K | 0.03% | 393 |
|
|
2021
Q3 | $1.86M | Buy |
85,828
+4,362
| +5% | +$94.4K | 0.03% | 352 |
|
|
2021
Q2 | $1.91M | Buy |
81,466
+8,588
| +12% | +$201K | 0.03% | 334 |
|
|
2021
Q1 | $1.77M | Buy |
72,878
+25,981
| +55% | +$632K | 0.04% | 310 |
|
|
2020
Q4 | $1.33M | Sell |
46,897
-8,450
| -15% | -$239K | 0.03% | 340 |
|
|
2020
Q3 | $1.02M | Buy |
55,347
+26,965
| +95% | +$498K | 0.02% | 532 |
|
|
2020
Q2 | $357K | Buy |
28,382
+3,519
| +14% | +$44.3K | 0.01% | 581 |
|
|
2020
Q1 | $237K | Buy |
24,863
+2,815
| +13% | +$26.8K | 0.01% | 665 |
|
|
2019
Q4 | $261K | Buy |
22,048
+4,579
| +26% | +$54.2K | 0.01% | 675 |
|
|
2019
Q3 | $190K | Buy |
17,469
+525
| +3% | +$5.71K | 0.01% | 545 |
|
|
2019
Q2 | $180K | Buy |
16,944
+1,757
| +12% | +$18.7K | 0.01% | 492 |
|
|
2019
Q1 | $148K | Buy |
15,187
+2,761
| +22% | +$26.9K | 0.01% | 472 |
|
|
2018
Q4 | $103K | Buy |
+12,426
| New | +$103K | 0.02% | 397 |
|