Highland Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,786
| Closed | -$264K | – | 55 |
|
|
2024
Q2 | $264K | Sell |
19,786
-1,691
| -8% | -$22.6K | 0.1% | 41 |
|
|
2024
Q1 | $300K | Sell |
21,477
-3,915
| -15% | -$54.7K | 0.12% | 42 |
|
|
2023
Q4 | $395K | Buy |
25,392
+520
| +2% | +$8.09K | 0.17% | 38 |
|
|
2023
Q3 | $364K | Buy |
24,872
+141
| +0.6% | +$2.06K | 0.19% | 36 |
|
|
2023
Q2 | $455K | Buy |
24,731
+3,156
| +15% | +$58.1K | 0.23% | 33 |
|
|
2023
Q1 | $427K | Buy |
21,575
+350
| +2% | +$6.93K | 0.23% | 36 |
|
|
2022
Q4 | $421K | Sell |
21,225
-1,331
| -6% | -$26.4K | 0.25% | 33 |
|
|
2022
Q3 | $431K | Buy |
22,556
+1,337
| +6% | +$25.5K | 0.3% | 34 |
|
|
2022
Q2 | $404K | Buy |
+21,219
| New | +$404K | 0.28% | 39 |
|