Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7K | Hold |
511
| – | – | ﹤0.01% | 2012 |
|
|
2025
Q1 | $5.84K | Buy |
511
+19
| +4% | +$217 | ﹤0.01% | 1714 |
|
|
2024
Q4 | $5.6K | Hold |
492
| – | – | ﹤0.01% | 1692 |
|
|
2024
Q3 | $7.23K | Hold |
492
| – | – | ﹤0.01% | 1643 |
|
|
2024
Q2 | $6.55K | Sell |
492
-1,310
| -73% | -$17.5K | ﹤0.01% | 1636 |
|
|
2024
Q1 | $25K | Buy |
1,802
+351
| +24% | +$4.87K | ﹤0.01% | 904 |
|
|
2023
Q4 | $22.6K | Sell |
1,451
-1,431
| -50% | -$22.3K | ﹤0.01% | 917 |
|
|
2023
Q3 | $42.1K | Buy |
2,882
+2,006
| +229% | +$29.3K | ﹤0.01% | 904 |
|
|
2023
Q2 | $16.1K | Hold |
876
| – | – | ﹤0.01% | 925 |
|
|
2023
Q1 | $17.3K | Hold |
876
| – | – | ﹤0.01% | 871 |
|
|
2022
Q4 | $17.4K | Buy |
876
+735
| +521% | +$14.6K | ﹤0.01% | 820 |
|
|
2022
Q3 | $3K | Sell |
141
-115
| -45% | -$2.45K | ﹤0.01% | 1029 |
|
|
2022
Q2 | $5K | Hold |
256
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q1 | $6K | Hold |
256
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q4 | $5K | Sell |
256
-3,220
| -93% | -$62.9K | ﹤0.01% | 999 |
|
|
2021
Q3 | $75K | Buy |
3,476
+3,335
| +2,365% | +$72K | 0.01% | 539 |
|
|
2021
Q2 | $3K | Hold |
141
| – | – | ﹤0.01% | 966 |
|
|
2021
Q1 | $3K | Hold |
141
| – | – | ﹤0.01% | 919 |
|
|
2020
Q4 | $4K | Buy |
+141
| New | +$4K | ﹤0.01% | 828 |
|