Monumental Financial Group’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
Q1 | – | Sell |
-15,650
| Closed | -$244K | – | 41 |
|
2023
Q4 | $244K | Buy |
+15,650
| New | +$244K | 0.15% | 41 |
|
2023
Q2 | – | Sell |
-7,040
| Closed | -$139K | – | 61 |
|
2023
Q1 | $139K | Buy |
+7,040
| New | +$139K | 0.1% | 54 |
|
2022
Q2 | – | Sell |
-7,275
| Closed | -$157K | – | 47 |
|
2022
Q1 | $157K | Buy |
+7,275
| New | +$157K | 0.13% | 25 |
|
2021
Q3 | – | Sell |
-6,382
| Closed | -$150K | – | 53 |
|
2021
Q2 | $150K | Buy |
+6,382
| New | +$150K | 0.13% | 29 |
|