Carson Wealth (CWM LLC)’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 | $137K | Buy |
10,456
+867
| +9% | +$11.4K | ﹤0.01% | 2456 |
|
|
2025
Q1 | $110K | Sell |
9,589
-1,187
| -11% | -$13.6K | ﹤0.01% | 2356 |
|
|
2024
Q4 | $123K | Sell |
10,776
-11,438
| -51% | -$131K | ﹤0.01% | 2148 |
|
|
2024
Q3 | $326K | Sell |
22,214
-343,971
| -94% | -$5.05M | ﹤0.01% | 1498 |
|
|
2024
Q2 | $4.88M | Buy |
366,185
+2,458
| +0.7% | +$32.7K | 0.02% | 424 |
|
|
2024
Q1 | $5.09M | Sell |
363,727
-70,148
| -16% | -$981K | 0.02% | 416 |
|
|
2023
Q4 | $6.76M | Sell |
433,875
-52,263
| -11% | -$814K | 0.04% | 343 |
|
|
2023
Q3 | $7.11M | Sell |
486,138
-10,977
| -2% | -$160K | 0.04% | 296 |
|
|
2023
Q2 | $9.15M | Sell |
497,115
-50,382
| -9% | -$927K | 0.06% | 243 |
|
|
2023
Q1 | $10.8M | Sell |
547,497
-5,338
| -1% | -$106K | 0.07% | 209 |
|
|
2022
Q4 | $11M | Sell |
552,835
-38,920
| -7% | -$773K | 0.08% | 192 |
|
|
2022
Q3 | $11.3M | Sell |
591,755
-28,430
| -5% | -$543K | 0.09% | 184 |
|
|
2022
Q2 | $11.8M | Buy |
620,185
+352,045
| +131% | +$6.71M | 0.09% | 174 |
|
|
2022
Q1 | $5.77M | Sell |
268,140
-166,499
| -38% | -$3.58M | 0.04% | 285 |
|
|
2021
Q4 | $9.2M | Buy |
+434,639
| New | +$9.2M | 0.06% | 221 |
|
|
2021
Q2 | $3.02M | Hold |
128,629
| – | – | 0.02% | 349 |
|
|
2021
Q1 | $3.02M | Hold |
128,629
| – | – | 0.02% | 349 |
|
|
2020
Q4 | $3.02M | Hold |
128,629
| – | – | 0.02% | 349 |
|
|
2020
Q3 | $3.02M | Hold |
128,629
| – | – | 0.02% | 349 |
|
|
2020
Q2 | $3.02M | Hold |
128,629
| – | – | 0.02% | 349 |
|
|
2020
Q1 | $3.02M | Hold |
128,629
| – | – | 0.02% | 349 |
|
|
2019
Q4 | $3.02M | Hold |
128,629
| – | – | 0.02% | 349 |
|
|
2019
Q3 | $3.02M | Hold |
128,629
| – | – | 0.02% | 349 |
|
|
2019
Q2 | $3.02M | Hold |
128,629
| – | – | 0.02% | 349 |
|
|
2019
Q1 | $3.02M | Buy |
+128,629
| New | +$3.02M | 0.02% | 349 |
|