Birch Hill Investment Advisors’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 |
-11,228
| Closed | -$165K | – | 184 |
|
|
2024
Q3 | $165K | Hold |
11,228
| – | – | 0.01% | 178 |
|
|
2024
Q2 | $150K | Hold |
11,228
| – | – | 0.01% | 172 |
|
|
2024
Q1 | $157K | Sell |
11,228
-1,733
| -13% | -$24.2K | 0.01% | 172 |
|
|
2023
Q4 | $202K | Sell |
12,961
-7,200
| -36% | -$112K | 0.01% | 162 |
|
|
2023
Q3 | $295K | Buy |
20,161
+1,379
| +7% | +$20.2K | 0.02% | 136 |
|
|
2023
Q2 | $346K | Buy |
18,782
+6,916
| +58% | +$127K | 0.02% | 128 |
|
|
2023
Q1 | $235K | Hold |
11,866
| – | – | 0.01% | 145 |
|
|
2022
Q4 | $236K | Hold |
11,866
| – | – | 0.02% | 141 |
|
|
2022
Q3 | $227K | Buy |
+11,866
| New | +$227K | 0.02% | 137 |
|