Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
17,907
| – | – | 0.04% | 166 |
|
|
2025
Q1 | $204K | Sell |
17,907
-2,167
| -11% | -$24.7K | 0.03% | 163 |
|
|
2024
Q4 | $228K | Sell |
20,074
-1,114
| -5% | -$12.7K | 0.04% | 166 |
|
|
2024
Q3 | $311K | Hold |
21,188
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $282K | Buy |
21,188
+3
| +0% | +$40 | 0.05% | 151 |
|
|
2024
Q1 | $296K | Hold |
21,185
| – | – | 0.06% | 148 |
|
|
2023
Q4 | $330K | Sell |
21,185
-616
| -3% | -$9.59K | 0.07% | 138 |
|
|
2023
Q3 | $319K | Hold |
21,801
| – | – | 0.08% | 133 |
|
|
2023
Q2 | $401K | Buy |
21,801
+2
| +0% | +$37 | 0.1% | 121 |
|
|
2023
Q1 | $431K | Buy |
21,799
+1,443
| +7% | +$28.5K | 0.11% | 123 |
|
|
2022
Q4 | $404K | Sell |
20,356
-5,442
| -21% | -$108K | 0.1% | 126 |
|
|
2022
Q3 | $492K | Hold |
25,798
| – | – | 0.14% | 112 |
|
|
2022
Q2 | $491K | Sell |
25,798
-1,739
| -6% | -$33.1K | 0.13% | 118 |
|
|
2022
Q1 | $593K | Sell |
27,537
-8,719
| -24% | -$188K | 0.14% | 118 |
|
|
2021
Q4 | $768K | Buy |
36,256
+6,242
| +21% | +$132K | 0.19% | 98 |
|
|
2021
Q3 | $650K | Hold |
30,014
| – | – | 0.18% | 100 |
|
|
2021
Q2 | $704K | Buy |
30,014
+1,446
| +5% | +$33.9K | 0.2% | 95 |
|
|
2021
Q1 | $694K | Sell |
28,568
-6,200
| -18% | -$151K | 0.23% | 85 |
|
|
2020
Q4 | $982K | Buy |
34,768
+4,625
| +15% | +$131K | 0.36% | 62 |
|
|
2020
Q3 | $557K | Sell |
30,143
-2,500
| -8% | -$46.2K | 0.24% | 91 |
|
|
2020
Q2 | $409K | Buy |
32,643
+3,500
| +12% | +$43.9K | 0.19% | 106 |
|
|
2020
Q1 | $278K | Buy |
29,143
+1,000
| +4% | +$9.54K | 0.15% | 108 |
|
|
2019
Q4 | $331K | Hold |
28,143
| – | – | 0.13% | 124 |
|
|
2019
Q3 | $307K | Buy |
+28,143
| New | +$307K | 0.13% | 118 |
|