McClarren 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
Q2 | – | Sell |
-2,753
| Closed | -$39K | – | 338 |
|
|
2024
Q1 | $39K | Sell |
2,753
-971
| -26% | -$13.8K | 0.03% | 161 |
|
|
2023
Q4 | $58K | Sell |
3,724
-19
| -0.5% | -$296 | 0.04% | 143 |
|
|
2023
Q3 | $53K | Sell |
3,743
-1
| -0% | -$14 | 0.05% | 140 |
|
|
2023
Q2 | $68K | Buy |
3,744
+26
| +0.7% | +$472 | 0.06% | 130 |
|
|
2023
Q1 | $71K | Buy |
3,718
+957
| +35% | +$18.3K | 0.06% | 121 |
|
|
2022
Q4 | $54K | Buy |
2,761
+5
| +0.2% | +$98 | 0.05% | 138 |
|
|
2022
Q3 | $52K | Buy |
+2,756
| New | +$52K | 0.05% | 123 |
|
|
2022
Q2 | – | Sell |
-48
| Closed | -$1K | – | 128 |
|
|
2022
Q1 | $1K | Sell |
48
-1
| -2% | -$21 | ﹤0.01% | 266 |
|
|
2021
Q4 | $2K | Buy |
49
+1
| +2% | +$41 | ﹤0.01% | 294 |
|
|
2021
Q3 | $1K | Hold |
48
| – | – | ﹤0.01% | 271 |
|
|
2021
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 295 |
|
|
2021
Q1 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 254 |
|