JFS Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2K | Hold |
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|
2025
Q1 | $17.6K | Hold |
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|
2024
Q4 | $17.5K | Hold |
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|
2024
Q3 | $22.6K | Hold |
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|
2024
Q2 | $20.5K | Hold |
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|
2024
Q1 | $21.5K | Hold |
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|
2023
Q4 | $23.9K | Hold |
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|
2023
Q3 | $22.5K | Sell |
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|
2023
Q2 | $35.5K | Hold |
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|
2023
Q1 | $38.1K | Sell |
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|
2022
Q4 | $48.2K | Hold |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $62K | Hold |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $69K | Sell |
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|
2021
Q3 | $89K | Buy |
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|
2021
Q2 | $84K | Hold |
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|
2021
Q1 | $87K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $51K | Hold |
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|
2020
Q2 | $34K | Buy |
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