EWM
EPG Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.15K | Sell |
698
-2,358
| -77% | -$30.9K | ﹤0.01% | 275 |
|
2025
Q1 | $34.9K | Buy |
3,056
+1,000
| +49% | +$11.4K | 0.01% | 304 |
|
2024
Q4 | $23.4K | Hold |
2,056
| – | – | 0.01% | 336 |
|
2024
Q3 | $30.2K | Buy |
+2,056
| New | +$30.2K | 0.01% | 332 |
|
2024
Q2 | – | Sell |
-2,365
| Closed | -$33.1K | – | 342 |
|
2024
Q1 | $33.1K | Buy |
2,365
+600
| +34% | +$8.39K | 0.01% | 335 |
|
2023
Q4 | $24.9K | Buy |
1,765
+700
| +66% | +$9.89K | 0.01% | 339 |
|
2023
Q3 | $15.6K | Sell |
1,065
-2,243
| -68% | -$32.8K | ﹤0.01% | 348 |
|
2023
Q2 | $60.9K | Buy |
3,308
+317
| +11% | +$5.83K | 0.02% | 284 |
|
2023
Q1 | $59.2K | Buy |
2,991
+1,263
| +73% | +$25K | 0.02% | 287 |
|
2022
Q4 | $34.3K | Buy |
1,728
+3
| +0.2% | +$60 | 0.01% | 278 |
|
2022
Q3 | $33K | Buy |
+1,725
| New | +$33K | 0.01% | 280 |
|
2022
Q2 | – | Sell |
-1,712
| Closed | -$37K | – | 289 |
|
2022
Q1 | $37K | Buy |
1,712
+1,510
| +748% | +$32.6K | 0.01% | 305 |
|
2021
Q4 | $4K | Buy |
202
+1
| +0.5% | +$20 | ﹤0.01% | 379 |
|
2021
Q3 | $4K | Buy |
+201
| New | +$4K | ﹤0.01% | 354 |
|