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Laurel Wealth Advisors (California)’s iShares Global Clean Energy ETF ICLN Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio ICLN Stock Details ICLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,603
Closed -$207K – 696
2022
Q1 		$207K Sell
9,603
-6,700
-41% -$131K 0.02% 713
2021
Q4 		$345K Sell
16,303
-736
-4% -$16.9K 0.03% 573
2021
Q3 		$369K Sell
17,039
-652
-4% -$14.9K 0.07% 294
2021
Q2 		$415K Sell
17,691
-45
-0.3% -$1.03K 0.05% 320
2021
Q1 		$431K Sell
17,736
-2,149
-11% -$60.1K 0.07% 280
2020
Q4 		$562K Sell
19,885
-4,162
-17% -$93.6K 0.08% 226
2020
Q3 		$445K Buy
24,047
+2,548
+12% +$39.9K 0.07% 240
2020
Q2 		$269K Buy
+21,499
New +$242K 0.05% 308

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CI
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Squarepoint
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UBS Group
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Wells Fargo
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VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return