Laurel Wealth Advisors (North Carolina)’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 | $8.21M | Buy |
107,634
+103,335
| +2,404% | +$7.88M | 0.12% | 121 |
|
|
2025
Q1 | $49.1K | Sell |
4,299
-5,000
| -54% | -$57.1K | 0.01% | 315 |
|
|
2024
Q4 | $106K | Sell |
9,299
-8,491
| -48% | -$96.6K | 0.02% | 228 |
|
|
2024
Q3 | $261K | Sell |
17,790
-824
| -4% | -$12.1K | 0.04% | 159 |
|
|
2024
Q2 | $248K | Sell |
18,614
-1,676
| -8% | -$22.3K | 0.04% | 159 |
|
|
2024
Q1 | $284K | Sell |
20,290
-5,650
| -22% | -$79K | 0.05% | 149 |
|
|
2023
Q4 | $404K | Sell |
25,940
-5,265
| -17% | -$82K | 0.08% | 126 |
|
|
2023
Q3 | $456K | Buy |
31,205
+930
| +3% | +$13.6K | 0.1% | 123 |
|
|
2023
Q2 | $557K | Sell |
30,275
-1,180
| -4% | -$21.7K | 0.11% | 116 |
|
|
2023
Q1 | $622K | Buy |
31,455
+3,550
| +13% | +$70.2K | 0.13% | 114 |
|
|
2022
Q4 | $554K | Buy |
27,905
+450
| +2% | +$8.93K | 0.13% | 113 |
|
|
2022
Q3 | $524K | Buy |
27,455
+3,255
| +13% | +$62.1K | 0.13% | 111 |
|
|
2022
Q2 | $461K | Sell |
24,200
-5,450
| -18% | -$104K | 0.11% | 114 |
|
|
2022
Q1 | $638K | Sell |
29,650
-17,100
| -37% | -$368K | 0.13% | 113 |
|
|
2021
Q4 | $990K | Sell |
46,750
-1,900
| -4% | -$40.2K | 0.2% | 93 |
|
|
2021
Q3 | $1.05M | Sell |
48,650
-12,063
| -20% | -$261K | 0.23% | 84 |
|
|
2021
Q2 | $1.42M | Buy |
60,713
+10,588
| +21% | +$248K | 0.31% | 73 |
|
|
2021
Q1 | $1.22M | Buy |
50,125
+9,775
| +24% | +$238K | 0.3% | 74 |
|
|
2020
Q4 | $1.14M | Buy |
+40,350
| New | +$1.14M | 0.3% | 76 |
|