Charter Oak Capital Management’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 | – | Sell |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $181K | Hold |
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|
2024
Q1 | $190K | Buy |
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|
2023
Q4 | $160K | Sell |
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|
2023
Q3 | $162K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $93K | Buy |
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|
2021
Q4 | $79K | Sell |
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|
2021
Q3 | $82K | Hold |
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|
2021
Q2 | $89K | Buy |
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|
2021
Q1 | $89K | Buy |
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