Carson Wealth (CWM LLC)’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $147K | Sell |
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|
2025
Q2 | $137K | Buy |
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|
2025
Q1 | $110K | Sell |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $4.88M | Buy |
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|
2024
Q1 | $5.08M | Sell |
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|
2023
Q4 | $6.75M | Sell |
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|
2023
Q3 | $7.11M | Sell |
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|
2023
Q2 | $9.15M | Sell |
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|
2023
Q1 | $10.8M | Sell |
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|
2022
Q4 | $11M | Sell |
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|
2022
Q3 | $11.3M | Sell |
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|
2022
Q2 | $11.8M | Buy |
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|
2022
Q1 | $5.77M | Sell |
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|
2021
Q4 | $9.2M | Buy |
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|
2021
Q2 | $3.02M | Hold |
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|
2021
Q1 | $3.02M | Hold |
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|
2020
Q4 | $3.02M | Hold |
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|
2020
Q3 | $3.02M | Hold |
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|
2020
Q2 | $3.02M | Hold |
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|
2020
Q1 | $3.02M | Hold |
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|
2019
Q4 | $3.02M | Hold |
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|
2019
Q3 | $3.02M | Hold |
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|
2019
Q2 | $3.02M | Hold |
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|
2019
Q1 | $3.02M | Buy |
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