Cedar Brook Financial Partners’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
Q2 | – | Sell |
-16,142
| Closed | -$226K | – | 193 |
|
|
2024
Q1 | $226K | Sell |
16,142
-2,589
| -14% | -$36.2K | 0.04% | 387 |
|
|
2023
Q4 | $274K | Buy |
18,731
+2,204
| +13% | +$32.3K | 0.06% | 314 |
|
|
2023
Q3 | $242K | Hold |
16,527
| – | – | 0.06% | 306 |
|
|
2023
Q2 | $304K | Sell |
16,527
-67
| -0.4% | -$1.23K | 0.07% | 280 |
|
|
2023
Q1 | $328K | Buy |
16,594
+60
| +0.4% | +$1.19K | 0.08% | 255 |
|
|
2022
Q4 | $328K | Sell |
16,534
-1,371
| -8% | -$27.2K | 0.09% | 252 |
|
|
2022
Q3 | $342K | Hold |
17,905
| – | – | 0.11% | 217 |
|
|
2022
Q2 | $341K | Sell |
17,905
-783
| -4% | -$14.9K | 0.11% | 217 |
|
|
2022
Q1 | $402K | Buy |
18,688
+11
| +0.1% | +$237 | 0.1% | 214 |
|
|
2021
Q4 | $395K | Sell |
18,677
-1,896
| -9% | -$40.1K | 0.1% | 218 |
|
|
2021
Q3 | $445K | Sell |
20,573
-91
| -0.4% | -$1.97K | 0.13% | 182 |
|
|
2021
Q2 | $485K | Buy |
20,664
+1,911
| +10% | +$44.9K | 0.14% | 181 |
|
|
2021
Q1 | $456K | Buy |
18,753
+4,772
| +34% | +$116K | 0.16% | 155 |
|
|
2020
Q4 | $395K | Buy |
+13,981
| New | +$395K | 0.14% | 174 |
|