BFWM
Bright Futures Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $257K | Sell |
22,364
-3,317
| -13% | -$38K | 0.28% | 93 |
|
2024
Q4 | $288K | Sell |
25,681
-5,430
| -17% | -$60.9K | 0.26% | 96 |
|
2024
Q3 | $408K | Sell |
31,111
-3,338
| -10% | -$43.8K | 0.2% | 133 |
|
2024
Q2 | $480K | Sell |
34,449
-2,187
| -6% | -$30.5K | 0.26% | 112 |
|
2024
Q1 | $504K | Buy |
+36,636
| New | +$504K | 0.27% | 103 |
|