KWM
Kingsview Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-53,355
| Closed | -$1.06M | – | 937 |
|
|
2023
Q1 | $1.06M | Buy |
53,355
+33,380
| +167% | +$660K | 0.04% | 387 |
|
|
2022
Q4 | $397K | Sell |
19,975
-1,386
| -6% | -$27.5K | 0.02% | 582 |
|
|
2022
Q3 | $408K | Buy |
+21,361
| New | +$408K | 0.02% | 549 |
|
|
2021
Q1 | – | Sell |
-22,273
| Closed | -$629K | – | 837 |
|
|
2020
Q4 | $629K | Buy |
+22,273
| New | +$629K | 0.05% | 395 |
|