Carr Financial Group’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
Q4 | – | Sell |
-18,167
| Closed | -$267K | – | 186 |
|
|
2024
Q3 | $267K | Sell |
18,167
-2,896
| -14% | -$42.5K | 0.08% | 164 |
|
|
2024
Q2 | $281K | Buy |
21,063
+124
| +0.6% | +$1.65K | 0.09% | 158 |
|
|
2024
Q1 | $293K | Buy |
20,939
+1,118
| +6% | +$15.6K | 0.1% | 150 |
|
|
2023
Q4 | $309K | Hold |
19,821
| – | – | 0.11% | 129 |
|
|
2023
Q3 | $271K | Sell |
19,821
-36,539
| -65% | -$499K | 0.11% | 133 |
|
|
2023
Q2 | $1.04M | Buy |
56,360
+275
| +0.5% | +$5.06K | 0.41% | 46 |
|
|
2023
Q1 | $1.11M | Hold |
56,085
| – | – | 0.49% | 39 |
|
|
2022
Q4 | $1.11M | Buy |
+56,085
| New | +$1.11M | 0.59% | 33 |
|