GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Hold |
1,559
| – | – | ﹤0.01% | 449 |
|
|
2025
Q1 | $17.8K | Hold |
1,559
| – | – | ﹤0.01% | 436 |
|
|
2024
Q4 | $17.7K | Buy |
1,559
+471
| +43% | +$5.36K | ﹤0.01% | 420 |
|
|
2024
Q3 | $16K | Hold |
1,088
| – | – | ﹤0.01% | 361 |
|
|
2024
Q2 | $14.5K | Hold |
1,088
| – | – | ﹤0.01% | 354 |
|
|
2024
Q1 | $15.2K | Hold |
1,088
| – | – | ﹤0.01% | 370 |
|
|
2023
Q4 | $16.9K | Hold |
1,088
| – | – | ﹤0.01% | 361 |
|
|
2023
Q3 | $15.9K | Hold |
1,088
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $20K | Sell |
1,088
-31
| -3% | -$570 | ﹤0.01% | 320 |
|
|
2023
Q1 | $22.1K | Buy |
1,119
+31
| +3% | +$613 | ﹤0.01% | 310 |
|
|
2022
Q4 | $21.6K | Hold |
1,088
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $21K | Hold |
1,088
| – | – | ﹤0.01% | 268 |
|
|
2022
Q2 | $21K | Buy |
+1,088
| New | +$21K | ﹤0.01% | 267 |
|