Herold Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,540
| Closed | -$411K | – | 208 |
|
|
2022
Q3 | $411K | Sell |
21,540
-980
| -4% | -$18.7K | 0.2% | 121 |
|
|
2022
Q2 | $429K | Hold |
22,520
| – | – | 0.19% | 128 |
|
|
2022
Q1 | $485K | Hold |
22,520
| – | – | 0.17% | 132 |
|
|
2021
Q4 | $476K | Sell |
22,520
-6,650
| -23% | -$141K | 0.18% | 131 |
|
|
2021
Q3 | $631K | Buy |
+29,170
| New | +$631K | 0.25% | 109 |
|