Destiny 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
2023
Q4
Sell
-123,686
Closed -$1.81M 165
2023
Q3
$1.81M Buy
123,686
+3,349
+3% +$49K 0.37% 63
2023
Q2
$2.26M Buy
120,337
+7,750
+7% +$145K 0.43% 61
2023
Q1
$2.23M Buy
112,587
+2,725
+2% +$53.9K 0.46% 57
2022
Q4
$2.18M Buy
+109,862
New +$2.18M 0.47% 51
2022
Q1
Sell
-54,391
Closed -$1.15M 572
2021
Q4
$1.15M Buy
54,391
+2,618
+5% +$55.4K 0.22% 74
2021
Q3
$1.12M Buy
51,773
+4,860
+10% +$105K 0.23% 75
2021
Q2
$1.1M Buy
+46,913
New +$1.1M 0.21% 84