HB Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,072
| Closed | -$115K | – | 1204 |
|
|
2025
Q1 | $115K | Hold |
10,072
| – | – | ﹤0.01% | 1148 |
|
|
2024
Q4 | $115K | Sell |
10,072
-3,659
| -27% | -$41.6K | ﹤0.01% | 1002 |
|
|
2024
Q3 | $202K | Sell |
13,731
-2,478
| -15% | -$36.4K | ﹤0.01% | 883 |
|
|
2024
Q2 | $216K | Buy |
16,209
+1,372
| +9% | +$18.3K | ﹤0.01% | 813 |
|
|
2024
Q1 | $207K | Buy |
14,837
+355
| +2% | +$4.96K | ﹤0.01% | 786 |
|
|
2023
Q4 | $225K | Sell |
14,482
-875
| -6% | -$13.6K | ﹤0.01% | 703 |
|
|
2023
Q3 | $225K | Sell |
15,357
-300
| -2% | -$4.39K | ﹤0.01% | 668 |
|
|
2023
Q2 | $288K | Buy |
15,657
+976
| +7% | +$18K | ﹤0.01% | 556 |
|
|
2023
Q1 | $290K | Buy |
+14,681
| New | +$290K | 0.01% | 544 |
|
|
2022
Q4 | – | Sell |
-11,630
| Closed | -$222K | – | 691 |
|
|
2022
Q3 | $222K | Hold |
11,630
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $222K | Buy |
11,630
+1,518
| +15% | +$29K | ﹤0.01% | 518 |
|
|
2022
Q1 | $218K | Sell |
10,112
-2,148
| -18% | -$46.3K | ﹤0.01% | 545 |
|
|
2021
Q4 | $260K | Buy |
+12,260
| New | +$260K | 0.01% | 423 |
|