CWA
Carolina Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Sell |
1,671
-298
| -15% | -$3.91K | 0.01% | 117 |
|
|
2025
Q1 | $22.5K | Buy |
1,969
+501
| +34% | +$5.72K | 0.01% | 113 |
|
|
2024
Q4 | $16.7K | Sell |
1,468
-28
| -2% | -$319 | 0.01% | 130 |
|
|
2024
Q3 | $22K | Hold |
1,496
| – | – | 0.01% | 142 |
|
|
2024
Q2 | $19.9K | Sell |
1,496
-45
| -3% | -$599 | 0.01% | 119 |
|
|
2024
Q1 | $21.5K | Hold |
1,541
| – | – | 0.01% | 126 |
|
|
2023
Q4 | $24K | Buy |
1,541
+592
| +62% | +$9.22K | 0.01% | 135 |
|
|
2023
Q3 | $13.9K | Buy |
949
+164
| +21% | +$2.4K | 0.01% | 161 |
|
|
2023
Q2 | $14.4K | Hold |
785
| – | – | 0.01% | 144 |
|
|
2023
Q1 | $15.5K | Sell |
785
-60
| -7% | -$1.19K | 0.01% | 138 |
|
|
2022
Q4 | $17K | Buy |
845
+197
| +30% | +$3.96K | 0.01% | 132 |
|
|
2022
Q3 | $12K | Buy |
648
+100
| +18% | +$1.85K | 0.01% | 137 |
|
|
2022
Q2 | $10K | Sell |
548
-491
| -47% | -$8.96K | 0.01% | 162 |
|
|
2022
Q1 | $22K | Hold |
1,039
| – | – | 0.01% | 152 |
|
|
2021
Q4 | $22K | Buy |
1,039
+432
| +71% | +$9.15K | 0.01% | 161 |
|
|
2021
Q3 | $13K | Hold |
607
| – | – | 0.01% | 174 |
|
|
2021
Q2 | $14K | Hold |
607
| – | – | 0.01% | 179 |
|
|
2021
Q1 | $15K | Hold |
607
| – | – | 0.01% | 184 |
|
|
2020
Q4 | $17K | Sell |
607
-14
| -2% | -$392 | 0.01% | 126 |
|
|
2020
Q3 | $11K | Buy |
+621
| New | +$11K | 0.01% | 130 |
|