First Foundation Advisors’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
2024
Q1
Sell
-12,834
Closed -$200K 446
2023
Q4
$200K Sell
12,834
-1,866
-13% -$29.1K 0.01% 338
2023
Q3
$215K Hold
14,700
0.01% 382
2023
Q2
$270K Buy
+14,700
New +$270K 0.01% 334