Gerber Kawasaki Wealth & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,235
| Closed | -$488K | – | 289 |
|
|
2024
Q3 | $488K | Sell |
33,235
-7,087
| -18% | -$104K | 0.02% | 184 |
|
|
2024
Q2 | $537K | Sell |
40,322
-13,477
| -25% | -$180K | 0.03% | 169 |
|
|
2024
Q1 | $752K | Sell |
53,799
-20,434
| -28% | -$286K | 0.04% | 143 |
|
|
2023
Q4 | $1.16M | Sell |
74,233
-345,790
| -82% | -$5.38M | 0.07% | 127 |
|
|
2023
Q3 | $6.14M | Sell |
420,023
-85,798
| -17% | -$1.25M | 0.42% | 50 |
|
|
2023
Q2 | $9.31M | Sell |
505,821
-33,367
| -6% | -$614K | 0.62% | 41 |
|
|
2023
Q1 | $10.7M | Sell |
539,188
-31,745
| -6% | -$628K | 0.84% | 32 |
|
|
2022
Q4 | $11.3M | Sell |
570,933
-10,374
| -2% | -$206K | 1.01% | 32 |
|
|
2022
Q3 | $11.1M | Buy |
581,307
+66,808
| +13% | +$1.28M | 1.03% | 30 |
|
|
2022
Q2 | $9.8M | Buy |
514,499
+497,787
| +2,979% | +$9.48M | 0.93% | 29 |
|
|
2022
Q1 | $359K | Buy |
16,712
+4,098
| +32% | +$88K | 0.03% | 181 |
|
|
2021
Q4 | $267K | Buy |
12,614
+12,582
| +39,319% | +$266K | 0.02% | 225 |
|
|
2021
Q3 | $32K | Buy |
+32
| New | +$32K | ﹤0.01% | 388 |
|