MGO Private Wealth’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 | – | Sell |
-10,257
| Closed | -$151K | – | 59 |
|
|
2024
Q3 | $151K | Sell |
10,257
-709
| -6% | -$10.4K | 0.11% | 60 |
|
|
2024
Q2 | $146K | Sell |
10,966
-2,405
| -18% | -$32K | 0.09% | 82 |
|
|
2024
Q1 | $187K | Sell |
13,371
-4,641
| -26% | -$64.9K | 0.12% | 79 |
|
|
2023
Q4 | $280K | Sell |
18,012
-4,632
| -20% | -$72.1K | 0.19% | 57 |
|
|
2023
Q3 | $331K | Sell |
22,644
-7,368
| -25% | -$108K | 0.25% | 52 |
|
|
2023
Q2 | $552K | Sell |
30,012
-5,853
| -16% | -$108K | 0.42% | 43 |
|
|
2023
Q1 | $709K | Sell |
35,865
-137,428
| -79% | -$2.72M | 0.56% | 44 |
|
|
2022
Q4 | $3.44M | Sell |
173,293
-123,270
| -42% | -$2.45M | 1.57% | 21 |
|
|
2022
Q3 | $5.66M | Buy |
+296,563
| New | +$5.66M | 2.69% | 9 |
|