CIA
Concurrent Investment Advisors’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 | $174K | Sell |
13,301
-5,218
| -28% | -$68.4K | ﹤0.01% | 1281 |
|
|
2025
Q1 | $211K | Sell |
18,519
-12,418
| -40% | -$142K | 0.01% | 1096 |
|
|
2024
Q4 | $352K | Sell |
30,937
-722
| -2% | -$8.22K | 0.01% | 763 |
|
|
2024
Q3 | $465K | Sell |
31,659
-1,959
| -6% | -$28.8K | 0.01% | 636 |
|
|
2024
Q2 | $448K | Buy |
33,618
+10,595
| +46% | +$141K | 0.01% | 617 |
|
|
2024
Q1 | $322K | Buy |
+23,023
| New | +$322K | 0.01% | 652 |
|