IWA
Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $247K | Sell |
13,416
-1,246
| -8% | -$22.9K | 0.06% | 285 |
|
|
2023
Q1 | $290K | Hold |
14,662
| – | – | 0.07% | 266 |
|
|
2022
Q4 | $291K | Sell |
14,662
-11,439
| -44% | -$227K | 0.09% | 238 |
|
|
2022
Q3 | $498K | Sell |
26,101
-1,290
| -5% | -$24.6K | 0.16% | 148 |
|
|
2022
Q2 | $522K | Sell |
27,391
-277
| -1% | -$5.28K | 0.14% | 155 |
|
|
2022
Q1 | $595K | Buy |
27,668
+1,490
| +6% | +$32K | 0.14% | 161 |
|
|
2021
Q4 | $554K | Buy |
26,178
+1,795
| +7% | +$38K | 0.12% | 168 |
|
|
2021
Q3 | $528K | Buy |
24,383
+9,662
| +66% | +$209K | 0.12% | 158 |
|
|
2021
Q2 | $345K | Buy |
14,721
+954
| +7% | +$22.4K | 0.07% | 223 |
|
|
2021
Q1 | $335K | Buy |
13,767
+4,522
| +49% | +$110K | 0.07% | 197 |
|
|
2020
Q4 | $261K | Buy |
+9,245
| New | +$261K | 0.06% | 212 |
|