Avior 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
-2,511
Closed -$39.1K 3858
2023
Q4
$39.1K Hold
2,511
﹤0.01% 776
2023
Q3
$36.7K Sell
2,511
-5,442
-68% -$79.6K ﹤0.01% 826
2023
Q2
$146K Buy
7,953
+3
+0% +$55 0.01% 579
2023
Q1
$157K Buy
7,950
+7,494
+1,643% +$148K 0.01% 563
2022
Q4
$9.07K Hold
456
﹤0.01% 870
2022
Q3
$8K Buy
+456
New +$8K ﹤0.01% 880
2022
Q2
Hold
0
1145
2022
Q1
Hold
0
1168
2021
Q4
Sell
-191
Closed -$4K 1158
2021
Q3
$4K Buy
+191
New +$4K ﹤0.01% 874