Focused Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-157	Closed	-$2.44K	–	541
2023 Q4	$2.44K	Sell	157 -193	-55%	-$2.71K	﹤0.01%	751
2023 Q3	$5.12K	Hold	350	–	–	﹤0.01%	640
2023 Q2	$6.44K	Buy	350 +2	+0.6%	+$38	﹤0.01%	628
2023 Q1	$6.88K	Sell	348 -268	-44%	-$5.31K	﹤0.01%	605
2022 Q4	$12.2K	Buy	616 +423	+219%	+$8.32K	﹤0.01%	500
2022 Q3	$4K	Hold	193	–	–	﹤0.01%	655
2022 Q2	$4K	Buy	193 +2	+1%	+$39	﹤0.01%	645
2022 Q1	$4K	Hold	191	–	–	﹤0.01%	707
2021 Q4	$4K	Buy	191 +1	+0.5%	+$23	﹤0.01%	727
2021 Q3	$4K	Hold	190	–	–	﹤0.01%	745
2021 Q2	$4K	Buy	190 +1	+0.5%	+$23	﹤0.01%	754
2021 Q1	$5K	Hold	189	–	–	﹤0.01%	706
2020 Q4	$5K	Hold	189	–	–	﹤0.01%	652
2020 Q3	$3K	Buy	+189	New	+$2.96K	﹤0.01%	670