Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-399
| Closed | -$8K | – | 420 |
|
|
2022
Q2 | $8K | Hold |
399
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $8K | Hold |
399
| – | – | ﹤0.01% | 378 |
|
|
2021
Q4 | $8K | Buy |
+399
| New | +$8K | ﹤0.01% | 335 |
|
|
2021
Q1 | – | Sell |
-367
| Closed | -$10K | – | 274 |
|
|
2020
Q4 | $10K | Buy |
+367
| New | +$10K | 0.01% | 249 |
|