CPWMP
Cardinal Point Wealth Management Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $859K | Buy |
43,440
+2,580
| +6% | +$51K | 0.26% | 34 |
|
|
2022
Q4 | $811K | Buy |
40,860
+19,985
| +96% | +$397K | 0.28% | 32 |
|
|
2022
Q3 | $385K | Sell |
20,875
-500
| -2% | -$9.22K | 0.18% | 34 |
|
|
2022
Q2 | $407K | Buy |
21,375
+6,075
| +40% | +$116K | 0.2% | 36 |
|
|
2022
Q1 | $329K | Buy |
+15,300
| New | +$329K | 0.15% | 38 |
|