Invera Wealth 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
Q1
Sell
-51,243
Closed -$798K 76
2023
Q4
$798K Buy
+51,243
New +$798K 0.5% 64