Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,051
| Closed | -$191K | – | 1094 |
|
|
2022
Q2 | $191K | Buy |
10,051
+8
| +0.1% | +$152 | 0.04% | 395 |
|
|
2022
Q1 | $216K | Sell |
10,043
-4,382
| -30% | -$94.2K | 0.04% | 398 |
|
|
2021
Q4 | $305K | Buy |
14,425
+171
| +1% | +$3.62K | 0.05% | 347 |
|
|
2021
Q3 | $309K | Buy |
14,254
+58
| +0.4% | +$1.26K | 0.05% | 333 |
|
|
2021
Q2 | $333K | Buy |
14,196
+7,089
| +100% | +$166K | 0.06% | 313 |
|
|
2021
Q1 | $173K | Buy |
7,107
+4,695
| +195% | +$114K | 0.04% | 421 |
|
|
2020
Q4 | $68K | Buy |
+2,412
| New | +$68K | 0.02% | 597 |
|