JNBA Financial 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 | $29.5K | Hold |
2,253
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $25.7K | Sell |
2,253
-760
| -25% | -$8.68K | ﹤0.01% | 351 |
|
|
2024
Q4 | $34.3K | Sell |
3,013
-25,566
| -89% | -$291K | ﹤0.01% | 321 |
|
|
2024
Q3 | $420K | Sell |
28,579
-789
| -3% | -$11.6K | 0.04% | 138 |
|
|
2024
Q2 | $391K | Sell |
29,368
-1,067
| -4% | -$14.2K | 0.04% | 142 |
|
|
2024
Q1 | $425K | Sell |
30,435
-4,445
| -13% | -$62.1K | 0.04% | 144 |
|
|
2023
Q4 | $543K | Buy |
34,880
+1,666
| +5% | +$25.9K | 0.06% | 127 |
|
|
2023
Q3 | $486K | Buy |
33,214
+118
| +0.4% | +$1.73K | 0.06% | 126 |
|
|
2023
Q2 | $609K | Buy |
33,096
+536
| +2% | +$9.86K | 0.07% | 120 |
|
|
2023
Q1 | $644K | Buy |
32,560
+410
| +1% | +$8.11K | 0.08% | 115 |
|
|
2022
Q4 | $638K | Buy |
32,150
+407
| +1% | +$8.08K | 0.09% | 119 |
|
|
2022
Q3 | $606K | Buy |
31,743
+1,402
| +5% | +$26.8K | 0.09% | 119 |
|
|
2022
Q2 | $578K | Buy |
30,341
+1,488
| +5% | +$28.3K | 0.09% | 116 |
|
|
2022
Q1 | $621K | Buy |
28,853
+8,726
| +43% | +$188K | 0.08% | 117 |
|
|
2021
Q4 | $426K | Buy |
20,127
+2,093
| +12% | +$44.3K | 0.05% | 142 |
|
|
2021
Q3 | $390K | Buy |
18,034
+5,886
| +48% | +$127K | 0.05% | 141 |
|
|
2021
Q2 | $285K | Buy |
12,148
+4,281
| +54% | +$100K | 0.04% | 164 |
|
|
2021
Q1 | $191K | Buy |
7,867
+418
| +6% | +$10.1K | 0.03% | 186 |
|
|
2020
Q4 | $210K | Buy |
7,449
+1,739
| +30% | +$49K | 0.03% | 172 |
|
|
2020
Q3 | $106K | Sell |
5,710
-1,566
| -22% | -$29.1K | 0.02% | 192 |
|
|
2020
Q2 | $91K | Buy |
7,276
+6,782
| +1,373% | +$84.8K | 0.02% | 189 |
|
|
2020
Q1 | $5K | Buy |
+494
| New | +$5K | ﹤0.01% | 444 |
|