Northwest Financial 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
2024
Q4
Sell
-1,835
Closed -$27K 301
2024
Q3
$27K Buy
+1,835
New +$27K 0.02% 293
2024
Q1
Sell
-1,835
Closed -$28.6K 280
2023
Q4
$28.6K Buy
+1,835
New +$28.6K 0.02% 267