Avondale Wealth Management’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	-1,200	Closed	-$17.6K	–	115
2024 Q3	$17.6K	Hold	1,200	–	–	0.01%	102
2024 Q2	$16K	Hold	1,200	–	–	0.01%	109
2024 Q1	$16.8K	Hold	1,200	–	–	0.01%	109
2023 Q4	$18.7K	Hold	1,200	–	–	0.02%	106
2023 Q3	$17.5K	Hold	1,200	–	–	0.02%	106
2023 Q2	$22.1K	Hold	1,200	–	–	0.02%	101
2023 Q1	$23.7K	Hold	1,200	–	–	0.02%	102
2022 Q4	$23.8K	Hold	1,200	–	–	0.02%	94
2022 Q3	$23K	Hold	1,200	–	–	0.03%	91
2022 Q2	$23K	Hold	1,200	–	–	0.03%	85
2022 Q1	$26K	Hold	1,200	–	–	0.03%	83
2021 Q4	$25K	Hold	1,200	–	–	0.03%	87
2021 Q3	$26K	Sell	1,200 -1,750	-59%	-$39.9K	0.03%	86
2021 Q2	$69K	Sell	2,950 -3,877	-57%	-$88.5K	0.06%	62
2021 Q1	$166K	Buy	+6,827	New	+$191K	0.16%	45