GWM
GSB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,223
| Closed | -$136K | – | 236 |
|
|
2024
Q2 | $136K | Buy |
10,223
+214
| +2% | +$2.85K | 0.04% | 215 |
|
|
2024
Q1 | $140K | Sell |
10,009
-263
| -3% | -$3.68K | 0.04% | 215 |
|
|
2023
Q4 | $160K | Buy |
+10,272
| New | +$160K | 0.05% | 206 |
|
|
2023
Q2 | – | Sell |
-272
| Closed | -$5.39K | – | 218 |
|
|
2023
Q1 | $5.39K | Buy |
+272
| New | +$5.39K | ﹤0.01% | 213 |
|
|
2022
Q3 | – | Sell |
-65,044
| Closed | -$1.24M | – | 198 |
|
|
2022
Q2 | $1.24M | Sell |
65,044
-7,829
| -11% | -$149K | 0.42% | 89 |
|
|
2022
Q1 | $1.57M | Sell |
72,873
-7,098
| -9% | -$153K | 0.46% | 77 |
|
|
2021
Q4 | $1.69M | Buy |
79,971
+11,694
| +17% | +$248K | 0.49% | 73 |
|
|
2021
Q3 | $1.48M | Sell |
68,277
-2,125
| -3% | -$46K | 0.76% | 42 |
|
|
2021
Q2 | $1.65M | Buy |
70,402
+7,002
| +11% | +$164K | 0.51% | 64 |
|
|
2021
Q1 | $1.54M | Buy |
+63,400
| New | +$1.54M | 0.51% | 66 |
|