Merriman Wealth Management’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
Q4
$214K Buy
18,777
+184
+1% +$2.09K 0.01% 196
2024
Q3
$273K Buy
18,593
+7,168
+63% +$105K 0.01% 183
2024
Q2
$152K Buy
11,425
+17
+0.1% +$226 0.01% 200
2024
Q1
$159K Buy
11,408
+201
+2% +$2.81K 0.01% 197
2023
Q4
$174K Buy
+11,207
New +$174K 0.01% 182
2022
Q4
Sell
-13,561
Closed -$259K 216
2022
Q3
$259K Sell
13,561
-197
-1% -$3.76K 0.02% 140
2022
Q2
$262K Buy
+13,758
New +$262K 0.02% 139