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Belpointe Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Belpointe Asset Management’s Portfolio ICLN Stock Details ICLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-53,889
Closed -$1.07M – 1842
2023
Q1 		$1.07M Buy
53,889
+30,678
+132% +$608K 0.06% 310
2022
Q4 		$461K Sell
23,211
-1,271
-5% -$25K 0.03% 572
2022
Q3 		$467K Buy
24,482
+3,069
+14% +$65.4K 0.03% 529
2022
Q2 		$407K Sell
21,413
-1,719
-7% -$33.5K 0.03% 573
2022
Q1 		$498K Sell
23,132
-4,306
-16% -$84.3K 0.03% 540
2021
Q4 		$582K Sell
27,438
-635
-2% -$14.6K 0.04% 469
2021
Q3 		$604K Buy
28,073
+1,595
+6% +$36.4K 0.04% 453
2021
Q2 		$616K Buy
26,478
+346
+1% +$7.9K 0.04% 430
2021
Q1 		$635K Sell
26,132
-366
-1% -$10.2K 0.05% 347
2020
Q4 		$748K Buy
26,498
+10,294
+64% +$231K 0.07% 312
2020
Q3 		$300K Sell
16,204
-12,132
-43% -$190K 0.03% 436
2020
Q2 		$355K Buy
+28,336
New +$319K 0.05% 371

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VI
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AFA
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