Cardinal Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
46,920
+735
| +2% | +$9.64K | 0.05% | 126 |
|
|
2025
Q1 | $527K | Buy |
46,185
+2,670
| +6% | +$30.5K | 0.05% | 114 |
|
|
2024
Q4 | $495K | Buy |
43,515
+1,710
| +4% | +$19.5K | 0.08% | 53 |
|
|
2024
Q3 | $614K | Sell |
41,805
-583
| -1% | -$8.56K | 0.1% | 47 |
|
|
2024
Q2 | $565K | Buy |
42,388
+8,543
| +25% | +$114K | 0.1% | 46 |
|
|
2024
Q1 | $473K | Buy |
33,845
+990
| +3% | +$13.8K | 0.09% | 46 |
|
|
2023
Q4 | $512K | Sell |
32,855
-8,030
| -20% | -$125K | 0.12% | 41 |
|
|
2023
Q3 | $598K | Hold |
40,885
| – | – | 0.16% | 37 |
|
|
2023
Q2 | $752K | Sell |
40,885
-2,555
| -6% | -$47K | 0.23% | 33 |
|
|
2023
Q1 | $859K | Buy |
43,440
+2,580
| +6% | +$51K | 0.26% | 34 |
|
|
2022
Q4 | $811K | Buy |
+40,860
| New | +$811K | 0.28% | 32 |
|