IAG Wealth Partners’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
Q4 | – | Sell |
-1,058
| Closed | -$15.5K | – | 521 |
|
2024
Q3 | $15.5K | Hold |
1,058
| – | – | ﹤0.01% | 295 |
|
2024
Q2 | $14.1K | Hold |
1,058
| – | – | ﹤0.01% | 299 |
|
2024
Q1 | $14.8K | Sell |
1,058
-6
| -0.6% | -$84 | ﹤0.01% | 267 |
|
2023
Q4 | $16.6K | Hold |
1,064
| – | – | ﹤0.01% | 250 |
|
2023
Q3 | $15.6K | Hold |
1,064
| – | – | ﹤0.01% | 246 |
|
2023
Q2 | $19.6K | Buy |
1,064
+6
| +0.6% | +$110 | 0.01% | 243 |
|
2023
Q1 | $20.9K | Hold |
1,058
| – | – | 0.01% | 223 |
|
2022
Q4 | $21K | Hold |
1,058
| – | – | 0.01% | 214 |
|
2022
Q3 | $20K | Hold |
1,058
| – | – | 0.01% | 204 |
|
2022
Q2 | $20K | Hold |
1,058
| – | – | 0.01% | 204 |
|
2022
Q1 | $23K | Hold |
1,058
| – | – | 0.01% | 208 |
|
2021
Q4 | $22K | Hold |
1,058
| – | – | 0.01% | 213 |
|
2021
Q3 | $23K | Buy |
+1,058
| New | +$23K | 0.01% | 190 |
|
2021
Q2 | – | Sell |
-1,038
| Closed | -$26K | – | 380 |
|
2021
Q1 | $26K | Buy |
+1,038
| New | +$26K | 0.01% | 160 |
|