Level Financial Advisors’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
2024
Q1
Sell
-149
Closed -$2.32K 156
2023
Q4
$2.32K Hold
149
﹤0.01% 237
2023
Q3
$2.18K Hold
149
﹤0.01% 244
2023
Q2
$2.74K Hold
149
﹤0.01% 241
2023
Q1
$2.95K Hold
149
﹤0.01% 208
2022
Q4
$3K Hold
149
﹤0.01% 207
2022
Q3
$3K Hold
149
﹤0.01% 209
2022
Q2
$3K Hold
149
﹤0.01% 233
2022
Q1
$3K Hold
149
﹤0.01% 199
2021
Q4
$3K Buy
+149
New +$3K ﹤0.01% 228