MGWM
Marks Group Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
15,710
| – | – | 0.02% | 286 |
|
|
2025
Q1 | $179K | Hold |
15,710
| – | – | 0.02% | 295 |
|
|
2024
Q4 | $179K | Hold |
15,710
| – | – | 0.02% | 282 |
|
|
2024
Q3 | $231K | Hold |
15,710
| – | – | 0.02% | 283 |
|
|
2024
Q2 | $209K | Hold |
15,710
| – | – | 0.02% | 286 |
|
|
2024
Q1 | $220K | Hold |
15,710
| – | – | 0.02% | 290 |
|
|
2023
Q4 | $245K | Hold |
15,710
| – | – | 0.03% | 274 |
|
|
2023
Q3 | $230K | Hold |
15,710
| – | – | 0.03% | 263 |
|
|
2023
Q2 | $289K | Sell |
15,710
-2,591
| -14% | -$47.7K | 0.03% | 251 |
|
|
2023
Q1 | $362K | Hold |
18,301
| – | – | 0.05% | 231 |
|
|
2022
Q4 | $363K | Buy |
18,301
+2,270
| +14% | +$45.1K | 0.05% | 230 |
|
|
2022
Q3 | $306K | Sell |
16,031
-124
| -0.8% | -$2.37K | 0.05% | 235 |
|
|
2022
Q2 | $308K | Buy |
16,155
+124
| +0.8% | +$2.36K | 0.04% | 246 |
|
|
2022
Q1 | $345K | Hold |
16,031
| – | – | 0.04% | 260 |
|
|
2021
Q4 | $339K | Buy |
+16,031
| New | +$339K | 0.04% | 261 |
|