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 |
|