Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,603
| Closed | -$207K | – | 695 |
|
|
2022
Q1 | $207K | Sell |
9,603
-6,700
| -41% | -$144K | 0.02% | 710 |
|
|
2021
Q4 | $345K | Sell |
16,303
-736
| -4% | -$15.6K | 0.03% | 573 |
|
|
2021
Q3 | $369K | Sell |
17,039
-652
| -4% | -$14.1K | 0.07% | 294 |
|
|
2021
Q2 | $415K | Sell |
17,691
-45
| -0.3% | -$1.06K | 0.05% | 320 |
|
|
2021
Q1 | $431K | Sell |
17,736
-2,149
| -11% | -$52.2K | 0.07% | 280 |
|
|
2020
Q4 | $562K | Sell |
19,885
-4,162
| -17% | -$118K | 0.08% | 226 |
|
|
2020
Q3 | $445K | Buy |
24,047
+2,548
| +12% | +$47.2K | 0.07% | 240 |
|
|
2020
Q2 | $269K | Buy |
+21,499
| New | +$269K | 0.05% | 306 |
|