CAGAS
Capital Advisory Group Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,830
| Closed | -$32K | – | 159 |
|
|
2022
Q2 | $32K | Hold |
1,830
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $39K | Buy |
+1,830
| New | +$39K | 0.02% | 257 |
|
|
2021
Q4 | – | Sell |
-9,515
| Closed | -$206K | – | 311 |
|
|
2021
Q3 | $206K | Buy |
9,515
+6,345
| +200% | +$137K | 0.07% | 193 |
|
|
2021
Q2 | $74K | Buy |
3,170
+2,760
| +673% | +$64.4K | 0.03% | 244 |
|
|
2021
Q1 | $10K | Buy |
+410
| New | +$10K | ﹤0.01% | 382 |
|