Buckingham Strategic Wealth’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
Q2 | $212K | Sell |
15,883
-176
| -1% | -$2.34K | ﹤0.01% | 698 |
|
|
2024
Q1 | $225K | Sell |
16,059
-2,559
| -14% | -$35.8K | ﹤0.01% | 676 |
|
|
2023
Q4 | $290K | Buy |
18,618
+2,506
| +16% | +$39K | ﹤0.01% | 577 |
|
|
2023
Q3 | $236K | Sell |
16,112
-5,130
| -24% | -$75K | ﹤0.01% | 587 |
|
|
2023
Q2 | $391K | Sell |
21,242
-3,758
| -15% | -$69.1K | 0.01% | 478 |
|
|
2023
Q1 | $496K | Hold |
25,000
| – | – | 0.01% | 378 |
|
|
2022
Q4 | $496K | Buy |
25,000
+5,607
| +29% | +$111K | 0.01% | 380 |
|
|
2022
Q3 | $370K | Buy |
19,393
+2,798
| +17% | +$53.4K | 0.01% | 425 |
|
|
2022
Q2 | $316K | Buy |
16,595
+6,380
| +62% | +$121K | 0.01% | 457 |
|
|
2022
Q1 | $220K | Buy |
+10,215
| New | +$220K | ﹤0.01% | 541 |
|
|
2021
Q3 | – | Sell |
-11,463
| Closed | -$269K | – | 601 |
|
|
2021
Q2 | $269K | Buy |
11,463
+426
| +4% | +$10K | 0.01% | 485 |
|
|
2021
Q1 | $268K | Sell |
11,037
-3,100
| -22% | -$75.3K | 0.01% | 459 |
|
|
2020
Q4 | $399K | Buy |
+14,137
| New | +$399K | 0.02% | 360 |
|
|
2019
Q1 | – | Sell |
-15,467
| Closed | -$128K | – | 423 |
|
|
2018
Q4 | $128K | Buy |
+15,467
| New | +$128K | 0.02% | 336 |
|