Jones Financial Companies’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 | $864K | Sell |
66,388
-8,141
| -11% | -$106K | ﹤0.01% | 1061 |
|
|
2025
Q1 | $859K | Buy |
74,529
+6,699
| +10% | +$77.2K | ﹤0.01% | 922 |
|
|
2024
Q4 | $772K | Buy |
67,830
+7,763
| +13% | +$88.3K | ﹤0.01% | 827 |
|
|
2024
Q3 | $887K | Buy |
60,067
+25,791
| +75% | +$381K | ﹤0.01% | 639 |
|
|
2024
Q2 | $457K | Buy |
34,276
+30,462
| +799% | +$406K | ﹤0.01% | 585 |
|
|
2024
Q1 | $53.3K | Hold |
3,814
| – | – | ﹤0.01% | 719 |
|
|
2023
Q4 | $59.4K | Buy |
3,814
+160
| +4% | +$2.49K | ﹤0.01% | 448 |
|
|
2023
Q3 | $53.4K | Buy |
3,654
+60
| +2% | +$877 | ﹤0.01% | 359 |
|
|
2023
Q2 | $66.1K | Buy |
3,594
+3,162
| +732% | +$58.2K | ﹤0.01% | 342 |
|
|
2023
Q1 | $8.55K | Buy |
+432
| New | +$8.55K | ﹤0.01% | 485 |
|
|
2022
Q3 | – | Sell |
-875
| Closed | -$17K | – | 627 |
|
|
2022
Q2 | $17K | Buy |
+875
| New | +$17K | ﹤0.01% | 425 |
|