BFA
BBJS Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $55.6K | Sell |
3,782
-1,003
| -21% | -$14.7K | 0.02% | 69 |
|
|
2024
Q2 | $63.7K | Sell |
4,785
-15,647
| -77% | -$208K | 0.02% | 65 |
|
|
2024
Q1 | $286K | Sell |
20,432
-342,138
| -94% | -$4.78M | 0.1% | 42 |
|
|
2023
Q4 | $5.65M | Buy |
362,570
+18,020
| +5% | +$281K | 1.96% | 14 |
|
|
2023
Q3 | $5.04M | Buy |
344,550
+40,028
| +13% | +$585K | 1.91% | 15 |
|
|
2023
Q2 | $5.6M | Buy |
304,522
+78,843
| +35% | +$1.45M | 2.24% | 13 |
|
|
2023
Q1 | $4.46M | Buy |
225,679
+4,390
| +2% | +$86.8K | 1.82% | 14 |
|
|
2022
Q4 | $4.39M | Buy |
+221,289
| New | +$4.39M | 1.98% | 15 |
|