Montecito Bank & Trust’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Buy |
|
|||||
|
2025
Q1 | $150K | Sell |
|
|||||
|
2024
Q4 | $250K | Hold |
|
|||||
|
2024
Q3 | $323K | Hold |
|
|||||
|
2024
Q2 | $293K | Hold |
|
|||||
|
2024
Q1 | $308K | Sell |
|
|||||
|
2023
Q4 | $393K | Sell |
|
|||||
|
2023
Q3 | $492K | Sell |
|
|||||
|
2023
Q2 | $899K | Sell |
|
|||||
|
2023
Q1 | $998K | Sell |
|
|||||
|
2022
Q4 | $1.24M | Sell |
|
|||||
|
2022
Q3 | $1.19M | Sell |
|
|||||
|
2022
Q2 | $1.29M | Buy |
|
|||||
|
2022
Q1 | $1.43M | Buy |
|
|||||
|
2021
Q4 | $1.16M | Buy |
|
|||||
|
2021
Q3 | $775K | Sell |
|
|||||
|
2021
Q2 | $1.55M | Sell |
|
|||||
|
2021
Q1 | $1.89M | Buy |
|