JPLA
Joseph P. Lucia & Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,040
| Closed | -$172K | – | 124 |
|
|
2023
Q4 | $172K | Sell |
11,040
-1,588
| -13% | -$24.7K | 0.11% | 113 |
|
|
2023
Q3 | $185K | Hold |
12,628
| – | – | 0.13% | 105 |
|
|
2023
Q2 | $232K | Hold |
12,628
| – | – | 0.16% | 100 |
|
|
2023
Q1 | $250K | Sell |
12,628
-761
| -6% | -$15.1K | 0.17% | 102 |
|
|
2022
Q4 | $266K | Sell |
13,389
-1,211
| -8% | -$24K | 0.2% | 93 |
|
|
2022
Q3 | $279K | Buy |
14,600
+1,230
| +9% | +$23.5K | 0.22% | 86 |
|
|
2022
Q2 | $255K | Buy |
13,370
+477
| +4% | +$9.1K | 0.18% | 87 |
|
|
2022
Q1 | $277K | Sell |
12,893
-1,641
| -11% | -$35.3K | 0.17% | 92 |
|
|
2021
Q4 | $308K | Sell |
14,534
-330
| -2% | -$6.99K | 0.2% | 96 |
|
|
2021
Q3 | $322K | Sell |
14,864
-910
| -6% | -$19.7K | 0.19% | 100 |
|
|
2021
Q2 | $370K | Buy |
15,774
+3,728
| +31% | +$87.4K | 0.22% | 94 |
|
|
2021
Q1 | $293K | Buy |
12,046
+6,088
| +102% | +$148K | 0.13% | 99 |
|
|
2020
Q4 | $168K | Buy |
+5,958
| New | +$168K | 0.12% | 113 |
|