CWA
Consilio Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-233,422
| Closed | -$4.62M | – | 52 |
|
|
2023
Q1 | $4.62M | Buy |
233,422
+8,360
| +4% | +$165K | 2.61% | 13 |
|
|
2022
Q4 | $4.47M | Buy |
225,062
+15
| +0% | +$298 | 2.85% | 12 |
|
|
2022
Q3 | $4.3M | Buy |
225,047
+14,513
| +7% | +$277K | 3.37% | 10 |
|
|
2022
Q2 | $4.01M | Buy |
210,534
+9,053
| +4% | +$172K | 3.25% | 12 |
|
|
2022
Q1 | $4.34M | Buy |
201,481
+101,628
| +102% | +$2.19M | 3.41% | 10 |
|
|
2021
Q4 | $2.11M | Buy |
+99,853
| New | +$2.11M | 1.64% | 13 |
|