MCM
Mendel Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,933
| Closed | -$161K | – | 94 |
|
|
2024
Q3 | $161K | Sell |
10,933
-6,340
| -37% | -$93.1K | 0.1% | 91 |
|
|
2024
Q2 | $230K | Sell |
17,273
-5,790
| -25% | -$77.1K | 0.15% | 90 |
|
|
2024
Q1 | $322K | Hold |
23,063
| – | – | 0.21% | 78 |
|
|
2023
Q4 | $359K | Sell |
23,063
-185
| -0.8% | -$2.88K | 0.26% | 71 |
|
|
2023
Q3 | $340K | Hold |
23,248
| – | – | 0.28% | 68 |
|
|
2023
Q2 | $428K | Sell |
23,248
-89
| -0.4% | -$1.64K | 0.34% | 59 |
|
|
2023
Q1 | $462K | Buy |
23,337
+92
| +0.4% | +$1.82K | 0.42% | 47 |
|
|
2022
Q4 | $461K | Buy |
23,245
+18
| +0.1% | +$357 | 0.48% | 43 |
|
|
2022
Q3 | $443K | Hold |
23,227
| – | – | 0.52% | 38 |
|
|
2022
Q2 | $442K | Sell |
23,227
-1,066
| -4% | -$20.3K | 0.49% | 40 |
|
|
2022
Q1 | $523K | Buy |
24,293
+14
| +0.1% | +$301 | 0.49% | 40 |
|
|
2021
Q4 | $514K | Buy |
+24,279
| New | +$514K | 0.47% | 40 |
|