PHAM
Palisades Hudson Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
31,298
-44,314
| -59% | -$581K | 0.16% | 63 |
|
|
2025
Q1 | $863K | Buy |
75,612
+1,726
| +2% | +$19.7K | 0.39% | 35 |
|
|
2024
Q4 | $841K | Buy |
73,886
+8,915
| +14% | +$101K | 0.35% | 38 |
|
|
2024
Q3 | $954K | Buy |
64,971
+3,298
| +5% | +$48.4K | 0.4% | 35 |
|
|
2024
Q2 | $821K | Buy |
61,673
+396
| +0.6% | +$5.27K | 0.38% | 35 |
|
|
2024
Q1 | $857K | Buy |
61,277
+10,368
| +20% | +$145K | 0.39% | 35 |
|
|
2023
Q4 | $793K | Buy |
50,909
+8,346
| +20% | +$130K | 0.38% | 36 |
|
|
2023
Q3 | $622K | Buy |
42,563
+730
| +2% | +$10.7K | 0.34% | 37 |
|
|
2023
Q2 | $770K | Buy |
41,833
+2,291
| +6% | +$42.2K | 0.4% | 33 |
|
|
2023
Q1 | $782K | Buy |
39,542
+955
| +2% | +$18.9K | 0.42% | 31 |
|
|
2022
Q4 | $766K | Buy |
38,587
+741
| +2% | +$14.7K | 0.42% | 27 |
|
|
2022
Q3 | $722K | Sell |
37,846
-4,524
| -11% | -$86.3K | 0.44% | 27 |
|
|
2022
Q2 | $807K | Buy |
42,370
+316
| +0.8% | +$6.02K | 0.45% | 29 |
|
|
2022
Q1 | $905K | Sell |
42,054
-206
| -0.5% | -$4.43K | 0.42% | 30 |
|
|
2021
Q4 | $895K | Buy |
42,260
+2,326
| +6% | +$49.3K | 0.38% | 33 |
|
|
2021
Q3 | $865K | Buy |
39,934
+1,602
| +4% | +$34.7K | 0.4% | 31 |
|
|
2021
Q2 | $899K | Sell |
38,332
-5,318
| -12% | -$125K | 0.4% | 31 |
|
|
2021
Q1 | $1.06M | Sell |
43,650
-12,390
| -22% | -$301K | 0.5% | 26 |
|
|
2020
Q4 | $1.58M | Sell |
56,040
-10,203
| -15% | -$288K | 0.82% | 19 |
|
|
2020
Q3 | $1.23M | Hold |
66,243
| – | – | 0.79% | 20 |
|
|
2020
Q2 | $829K | Buy |
66,243
+3,169
| +5% | +$39.7K | 0.57% | 27 |
|
|
2020
Q1 | $602K | Buy |
+63,074
| New | +$602K | 0.51% | 27 |
|
|
2018
Q4 | – | Sell |
-30,524
| Closed | -$263K | – | 111 |
|
|
2018
Q3 | $263K | Hold |
30,524
| – | – | 0.14% | 97 |
|
|
2018
Q2 | $266K | Buy |
+30,524
| New | +$266K | 0.14% | 92 |
|