Liberty Wealth Management’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 | – | Sell |
-26,171
| Closed | -$299K | – | 232 |
|
|
2025
Q1 | $299K | Buy |
26,171
+1,750
| +7% | +$20K | 0.06% | 120 |
|
|
2024
Q4 | $278K | Buy |
24,421
+1,176
| +5% | +$13.4K | 0.05% | 165 |
|
|
2024
Q3 | $341K | Buy |
23,245
+1,332
| +6% | +$19.5K | 0.06% | 149 |
|
|
2024
Q2 | $291K | Buy |
21,913
+733
| +3% | +$9.73K | 0.05% | 162 |
|
|
2024
Q1 | $296K | Buy |
21,180
+999
| +5% | +$14K | 0.06% | 145 |
|
|
2023
Q4 | $299K | Buy |
20,181
+3,937
| +24% | +$58.3K | 0.06% | 130 |
|
|
2023
Q3 | $237K | Buy |
16,244
+632
| +4% | +$9.22K | 0.06% | 152 |
|
|
2023
Q2 | $287K | Buy |
15,612
+556
| +4% | +$10.2K | 0.07% | 142 |
|
|
2023
Q1 | $298K | Buy |
+15,056
| New | +$298K | 0.06% | 176 |
|
|
2022
Q3 | $283K | Buy |
14,856
+161
| +1% | +$3.07K | 0.08% | 111 |
|
|
2022
Q2 | $279K | Buy |
14,695
+852
| +6% | +$16.2K | 0.11% | 109 |
|
|
2022
Q1 | $297K | Buy |
+13,843
| New | +$297K | 0.11% | 110 |
|
|
2021
Q4 | – | Sell |
-11,186
| Closed | -$244K | – | 148 |
|
|
2021
Q3 | $244K | Buy |
11,186
+1,241
| +12% | +$27.1K | 0.09% | 141 |
|
|
2021
Q2 | $232K | Buy |
9,945
+8,917
| +867% | +$208K | 0.09% | 116 |
|
|
2021
Q1 | $31K | Hold |
1,028
| – | – | 0.02% | 381 |
|
|
2020
Q4 | $31K | Buy |
+1,028
| New | +$31K | 0.02% | 379 |
|