JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2K | Hold |
1,537
| – | – | ﹤0.01% | 658 |
|
|
2025
Q1 | $17.6K | Hold |
1,537
| – | – | ﹤0.01% | 696 |
|
|
2024
Q4 | $17.5K | Hold |
1,537
| – | – | ﹤0.01% | 678 |
|
|
2024
Q3 | $22.6K | Hold |
1,537
| – | – | ﹤0.01% | 615 |
|
|
2024
Q2 | $20.5K | Hold |
1,537
| – | – | ﹤0.01% | 598 |
|
|
2024
Q1 | $21.5K | Hold |
1,537
| – | – | ﹤0.01% | 611 |
|
|
2023
Q4 | $23.9K | Hold |
1,537
| – | – | ﹤0.01% | 549 |
|
|
2023
Q3 | $22.5K | Sell |
1,537
-390
| -20% | -$5.7K | ﹤0.01% | 514 |
|
|
2023
Q2 | $35.5K | Hold |
1,927
| – | – | ﹤0.01% | 420 |
|
|
2023
Q1 | $38.1K | Sell |
1,927
-500
| -21% | -$9.89K | ﹤0.01% | 406 |
|
|
2022
Q4 | $48.2K | Hold |
2,427
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $46K | Sell |
2,427
-823
| -25% | -$15.6K | 0.01% | 394 |
|
|
2022
Q2 | $62K | Hold |
3,250
| – | – | 0.01% | 362 |
|
|
2022
Q1 | $70K | Hold |
3,250
| – | – | 0.01% | 355 |
|
|
2021
Q4 | $69K | Sell |
3,250
-840
| -21% | -$17.8K | 0.01% | 369 |
|
|
2021
Q3 | $89K | Buy |
4,090
+500
| +14% | +$10.9K | 0.01% | 331 |
|
|
2021
Q2 | $84K | Hold |
3,590
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $87K | Buy |
3,590
+690
| +24% | +$16.7K | 0.02% | 206 |
|
|
2020
Q4 | $82K | Buy |
2,900
+150
| +5% | +$4.24K | 0.02% | 206 |
|
|
2020
Q3 | $51K | Hold |
2,750
| – | – | 0.01% | 236 |
|
|
2020
Q2 | $34K | Buy |
+2,750
| New | +$34K | 0.01% | 258 |
|