Chicago Partners Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,868
| Closed | -$215K | – | 697 |
|
|
2023
Q1 | $215K | Buy |
10,868
+6
| +0.1% | +$119 | 0.01% | 595 |
|
|
2022
Q4 | $220K | Buy |
10,862
+7
| +0.1% | +$141 | 0.01% | 563 |
|
|
2022
Q3 | $206K | Sell |
10,855
-1,892
| -15% | -$35.9K | 0.01% | 529 |
|
|
2022
Q2 | $284K | Sell |
12,747
-171
| -1% | -$3.81K | 0.02% | 452 |
|
|
2022
Q1 | $235K | Sell |
12,918
-2,702
| -17% | -$49.2K | 0.02% | 473 |
|
|
2021
Q4 | $279K | Buy |
15,620
+938
| +6% | +$16.8K | 0.02% | 452 |
|
|
2021
Q3 | $365K | Buy |
+14,682
| New | +$365K | 0.03% | 402 |
|