OneDigital Investment 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 |
-10,835
| Closed | -$159K | – | 1458 |
|
|
2024
Q3 | $159K | Buy |
+10,835
| New | +$159K | ﹤0.01% | 1380 |
|
|
2019
Q3 | – | Sell |
-602
| Closed | -$6K | – | 797 |
|
|
2019
Q2 | $6K | Buy |
602
+4
| +0.7% | +$40 | ﹤0.01% | 1009 |
|
|
2019
Q1 | $6K | Hold |
598
| – | – | ﹤0.01% | 961 |
|
|
2018
Q4 | $5K | Buy |
598
+8
| +1% | +$67 | ﹤0.01% | 952 |
|
|
2018
Q3 | $5K | Buy |
+590
| New | +$5K | ﹤0.01% | 921 |
|