Congress Wealth Management’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 | $341K | Buy |
25,998
+7,470
| +40% | +$97.9K | ﹤0.01% | 1029 |
|
|
2025
Q1 | $212K | Buy |
18,528
+4,883
| +36% | +$55.8K | ﹤0.01% | 1025 |
|
|
2024
Q4 | $155K | Sell |
13,645
-1,106
| -7% | -$12.6K | ﹤0.01% | 863 |
|
|
2024
Q3 | $217K | Buy |
+14,751
| New | +$217K | ﹤0.01% | 804 |
|
|
2024
Q2 | – | Sell |
-16,176
| Closed | -$226K | – | 723 |
|
|
2024
Q1 | $226K | Sell |
16,176
-399
| -2% | -$5.58K | ﹤0.01% | 553 |
|
|
2023
Q4 | $258K | Buy |
16,575
+2,547
| +18% | +$39.7K | ﹤0.01% | 554 |
|
|
2023
Q3 | $205K | Buy |
14,028
+3,155
| +29% | +$46.1K | ﹤0.01% | 582 |
|
|
2023
Q2 | $200K | Sell |
10,873
-306
| -3% | -$5.63K | ﹤0.01% | 543 |
|
|
2023
Q1 | $221K | Buy |
+11,179
| New | +$221K | 0.01% | 524 |
|
|
2022
Q2 | – | Sell |
-20,603
| Closed | -$443K | – | 583 |
|
|
2022
Q1 | $443K | Buy |
20,603
+6,827
| +50% | +$147K | 0.01% | 455 |
|
|
2021
Q4 | $292K | Buy |
+13,776
| New | +$292K | 0.01% | 538 |
|