Oxford 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
16,601
+636
| +4% | +$8.34K | 0.01% | 200 |
|
|
2025
Q1 | $182K | Sell |
15,965
-15,965
| -50% | -$182K | 0.01% | 213 |
|
|
2024
Q4 | $363K | Hold |
31,930
| – | – | 0.02% | 187 |
|
|
2024
Q3 | $469K | Hold |
31,930
| – | – | 0.03% | 150 |
|
|
2024
Q2 | $425K | Sell |
31,930
-6,300
| -16% | -$83.9K | 0.03% | 171 |
|
|
2024
Q1 | $534K | Sell |
38,230
-37
| -0.1% | -$517 | 0.04% | 126 |
|
|
2023
Q4 | $596K | Buy |
38,267
+37
| +0.1% | +$576 | 0.04% | 117 |
|
|
2023
Q3 | $559K | Hold |
38,230
| – | – | 0.05% | 113 |
|
|
2023
Q2 | $703K | Buy |
38,230
+31,930
| +507% | +$588K | 0.07% | 101 |
|
|
2023
Q1 | $125K | Sell |
6,300
-3
| -0% | -$59 | 0.01% | 196 |
|
|
2022
Q4 | $125K | Hold |
6,303
| – | – | 0.01% | 193 |
|
|
2022
Q3 | $120K | Hold |
6,303
| – | – | 0.02% | 176 |
|
|
2022
Q2 | $120K | Buy |
+6,303
| New | +$120K | 0.02% | 194 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 274 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 278 |
|