Oxler Private Wealth’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 |
-13,939
| Closed | -$205K | – | 86 |
|
|
2024
Q3 | $205K | Hold |
13,939
| – | – | 0.07% | 86 |
|
|
2024
Q2 | $186K | Sell |
13,939
-336
| -2% | -$4.48K | 0.07% | 83 |
|
|
2024
Q1 | $200K | Sell |
14,275
-1,209
| -8% | -$16.9K | 0.08% | 86 |
|
|
2023
Q4 | $241K | Buy |
15,484
+96
| +0.6% | +$1.5K | 0.2% | 68 |
|
|
2023
Q3 | $225K | Sell |
15,388
-595
| -4% | -$8.71K | 0.11% | 85 |
|
|
2023
Q2 | $294K | Buy |
15,983
+79
| +0.5% | +$1.45K | 0.14% | 81 |
|
|
2023
Q1 | $315K | Sell |
15,904
-9,865
| -38% | -$195K | 0.16% | 81 |
|
|
2022
Q4 | $512K | Sell |
25,769
-155
| -0.6% | -$3.08K | 0.28% | 69 |
|
|
2022
Q3 | $518K | Buy |
25,924
+6,991
| +37% | +$140K | 0.29% | 72 |
|
|
2022
Q2 | $361K | Buy |
18,933
+140
| +0.7% | +$2.67K | 0.17% | 90 |
|
|
2022
Q1 | $404K | Sell |
18,793
-6,420
| -25% | -$138K | 0.18% | 90 |
|
|
2021
Q4 | $533K | Sell |
25,213
-4
| -0% | -$85 | 0.22% | 90 |
|
|
2021
Q3 | $545K | Buy |
25,217
+5,486
| +28% | +$119K | 0.24% | 89 |
|
|
2021
Q2 | $462K | Buy |
19,731
+7,788
| +65% | +$182K | 0.2% | 100 |
|
|
2021
Q1 | $290K | Buy |
11,943
+9,069
| +316% | +$220K | 0.15% | 105 |
|
|
2020
Q4 | $75K | Buy |
+2,874
| New | +$75K | 0.04% | 146 |
|