LRWA
Long Run Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-201,685
| Closed | -$2.95M | – | 94 |
|
|
2023
Q3 | $2.95M | Buy |
201,685
+9,221
| +5% | +$135K | 0.96% | 29 |
|
|
2023
Q2 | $3.54M | Buy |
192,464
+15,986
| +9% | +$294K | 1.13% | 25 |
|
|
2023
Q1 | $3.49M | Buy |
176,478
+15,078
| +9% | +$298K | 1.19% | 25 |
|
|
2022
Q4 | $3.2M | Buy |
161,400
+12,148
| +8% | +$241K | 1.15% | 27 |
|
|
2022
Q3 | $2.85M | Buy |
149,252
+5,213
| +4% | +$99.5K | 1.13% | 26 |
|
|
2022
Q2 | $2.74M | Buy |
144,039
+2,057
| +1% | +$39.2K | 1.06% | 26 |
|
|
2022
Q1 | $3.04M | Buy |
141,982
+12,028
| +9% | +$258K | 1.06% | 27 |
|
|
2021
Q4 | $2.74M | Buy |
+129,954
| New | +$2.74M | 0.95% | 29 |
|