Investmark Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
11,474
+69
| +0.6% | +$905 | 0.07% | 127 |
|
|
2025
Q1 | $130K | Sell |
11,405
-235
| -2% | -$2.68K | 0.06% | 117 |
|
|
2024
Q4 | $132K | Buy |
11,640
+1,007
| +9% | +$11.5K | 0.07% | 115 |
|
|
2024
Q3 | $156K | Sell |
10,633
-4,877
| -31% | -$71.6K | 0.08% | 120 |
|
|
2024
Q2 | $207K | Buy |
15,510
+1,296
| +9% | +$17.3K | 0.11% | 111 |
|
|
2024
Q1 | $199K | Hold |
14,214
| – | – | 0.11% | 113 |
|
|
2023
Q4 | $221K | Buy |
14,214
+63
| +0.4% | +$981 | 0.13% | 103 |
|
|
2023
Q3 | $207K | Hold |
14,151
| – | – | 0.14% | 100 |
|
|
2023
Q2 | $260K | Buy |
14,151
+52
| +0.4% | +$957 | 0.17% | 84 |
|
|
2023
Q1 | $279K | Hold |
14,099
| – | – | 0.2% | 80 |
|
|
2022
Q4 | $280K | Buy |
14,099
+14
| +0.1% | +$278 | 0.21% | 81 |
|
|
2022
Q3 | $268K | Hold |
14,085
| – | – | 0.24% | 75 |
|
|
2022
Q2 | $268K | Sell |
14,085
-602
| -4% | -$11.5K | 0.26% | 62 |
|
|
2022
Q1 | $316K | Buy |
14,687
+2,859
| +24% | +$61.5K | 0.33% | 59 |
|
|
2021
Q4 | $250K | Buy |
+11,828
| New | +$250K | 0.23% | 76 |
|