Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66 | Hold |
5
| – | – | ﹤0.01% | 562 |
|
|
2025
Q1 | $58 | Sell |
5
-10
| -67% | -$116 | ﹤0.01% | 569 |
|
|
2024
Q4 | $171 | Sell |
15
-990
| -99% | -$11.3K | ﹤0.01% | 553 |
|
|
2024
Q3 | $14.8K | Sell |
1,005
-101
| -9% | -$1.48K | ﹤0.01% | 420 |
|
|
2024
Q2 | $14.7K | Hold |
1,106
| – | – | ﹤0.01% | 423 |
|
|
2024
Q1 | $15.5K | Hold |
1,106
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $17.2K | Hold |
1,106
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $16.2K | Buy |
1,106
+1,000
| +943% | +$14.6K | ﹤0.01% | 389 |
|
|
2023
Q2 | $1.95K | Hold |
106
| – | – | ﹤0.01% | 490 |
|
|
2023
Q1 | $2.1K | Sell |
106
-535
| -83% | -$10.6K | ﹤0.01% | 480 |
|
|
2022
Q4 | $12.7K | Buy |
641
+101
| +19% | +$2.01K | ﹤0.01% | 397 |
|
|
2022
Q3 | $10K | Hold |
540
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $10K | Buy |
540
+110
| +26% | +$2.04K | ﹤0.01% | 397 |
|
|
2022
Q1 | $9K | Sell |
430
-1,095
| -72% | -$22.9K | ﹤0.01% | 427 |
|
|
2021
Q4 | $32K | Buy |
+1,525
| New | +$32K | 0.01% | 321 |
|