CTWM
Cherry Tree Wealth Management’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 | $4.11K | Hold |
313
| – | – | ﹤0.01% | 496 |
|
|
2025
Q1 | $3.58K | Hold |
313
| – | – | ﹤0.01% | 569 |
|
|
2024
Q4 | $3.57K | Sell |
313
-2,897
| -90% | -$33K | ﹤0.01% | 504 |
|
|
2024
Q3 | $47.2K | Buy |
3,210
+18
| +0.6% | +$264 | 0.01% | 263 |
|
|
2024
Q2 | $42.5K | Buy |
3,192
+71
| +2% | +$946 | 0.01% | 260 |
|
|
2024
Q1 | $43.6K | Buy |
3,121
+209
| +7% | +$2.92K | 0.01% | 257 |
|
|
2023
Q4 | $45.3K | Buy |
2,912
+34
| +1% | +$529 | 0.01% | 243 |
|
|
2023
Q3 | $42.1K | Hold |
2,878
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $53K | Buy |
+2,878
| New | +$53K | 0.02% | 226 |
|