Concord Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-245
| Closed | -$2.79K | – | 879 |
|
|
2024
Q4 | $2.79K | Hold |
245
| – | – | ﹤0.01% | 679 |
|
|
2024
Q3 | $3.6K | Hold |
245
| – | – | ﹤0.01% | 682 |
|
|
2024
Q2 | $3.26K | Sell |
245
-2,300
| -90% | -$30.6K | ﹤0.01% | 623 |
|
|
2024
Q1 | $35.6K | Buy |
2,545
+2,300
| +939% | +$32.2K | 0.01% | 403 |
|
|
2023
Q4 | $3.82K | Sell |
245
-2,100
| -90% | -$32.7K | ﹤0.01% | 663 |
|
|
2023
Q3 | $34.3K | Hold |
2,345
| – | – | 0.01% | 427 |
|
|
2023
Q2 | $43.1K | Sell |
2,345
-51
| -2% | -$938 | 0.01% | 387 |
|
|
2023
Q1 | $47.4K | Sell |
2,396
-3
| -0.1% | -$59 | 0.01% | 355 |
|
|
2022
Q4 | $47.6K | Buy |
+2,399
| New | +$47.6K | 0.01% | 381 |
|
|
2022
Q3 | – | Sell |
-2,154
| Closed | -$41K | – | 599 |
|
|
2022
Q2 | $41K | Hold |
2,154
| – | – | 0.01% | 404 |
|
|
2022
Q1 | $46K | Sell |
2,154
-665
| -24% | -$14.2K | 0.01% | 458 |
|
|
2021
Q4 | $60K | Buy |
2,819
+384
| +16% | +$8.17K | 0.01% | 425 |
|
|
2021
Q3 | $53K | Hold |
2,435
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $57K | Buy |
2,435
+85
| +4% | +$1.99K | 0.02% | 332 |
|
|
2021
Q1 | $57K | Buy |
2,350
+250
| +12% | +$6.06K | 0.02% | 315 |
|
|
2020
Q4 | $59K | Buy |
+2,100
| New | +$59K | 0.05% | 185 |
|