Baldwin Wealth Partners’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 |
-28,481
| Closed | -$418K | – | 602 |
|
|
2024
Q3 | $418K | Buy |
28,481
+26,736
| +1,532% | +$393K | 0.03% | 219 |
|
|
2024
Q2 | $23.2K | Hold |
1,745
| – | – | ﹤0.01% | 440 |
|
|
2024
Q1 | $24.4K | Hold |
1,745
| – | – | ﹤0.01% | 460 |
|
|
2023
Q4 | $27.2K | Sell |
1,745
-3,720
| -68% | -$57.9K | ﹤0.01% | 463 |
|
|
2023
Q3 | $79.9K | Hold |
5,465
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $101K | Hold |
5,465
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $108K | Hold |
5,465
| – | – | 0.01% | 315 |
|
|
2022
Q4 | $108K | Buy |
+5,465
| New | +$108K | 0.01% | 306 |
|