HWA
Hilltop Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25,005
| Closed | -$529K | – | 35 |
|
|
2021
Q4 | $529K | Buy |
25,005
+4,203
| +20% | +$88.9K | 0.37% | 21 |
|
|
2021
Q3 | $450K | Buy |
20,802
+5,434
| +35% | +$118K | 0.32% | 22 |
|
|
2021
Q2 | $361K | Buy |
15,368
+5,026
| +49% | +$118K | 0.26% | 25 |
|
|
2021
Q1 | $251K | Sell |
10,342
-3,927
| -28% | -$95.3K | 0.19% | 33 |
|
|
2020
Q4 | $403K | Buy |
14,269
+3,518
| +33% | +$99.4K | 0.36% | 19 |
|
|
2020
Q3 | $199K | Sell |
10,751
-775
| -7% | -$14.3K | 0.2% | 30 |
|
|
2020
Q2 | $144K | Buy |
+11,526
| New | +$144K | 0.16% | 29 |
|