McKinley Carter Wealth Services’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 |
-17,401
| Closed | -$243K | – | 300 |
|
|
2024
Q1 | $243K | Hold |
17,401
| – | – | 0.02% | 274 |
|
|
2023
Q4 | $271K | Buy |
17,401
+50
| +0.3% | +$779 | 0.02% | 261 |
|
|
2023
Q3 | $254K | Hold |
17,351
| – | – | 0.02% | 260 |
|
|
2023
Q2 | $319K | Buy |
17,351
+43
| +0.2% | +$791 | 0.02% | 245 |
|
|
2023
Q1 | $342K | Buy |
+17,308
| New | +$342K | 0.03% | 242 |
|