Phillips Financial Management’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 | $25.2K | Hold |
1,925
| – | – | ﹤0.01% | 242 |
|
|
2025
Q1 | $22K | Hold |
1,925
| – | – | ﹤0.01% | 236 |
|
|
2024
Q4 | $21.9K | Hold |
1,925
| – | – | ﹤0.01% | 229 |
|
|
2024
Q3 | $28.3K | Buy |
+1,925
| New | +$28.3K | ﹤0.01% | 230 |
|
|
2023
Q1 | – | Sell |
-247
| Closed | -$4.9K | – | 238 |
|
|
2022
Q4 | $4.9K | Hold |
247
| – | – | ﹤0.01% | 218 |
|
|
2022
Q3 | $5K | Buy |
+247
| New | +$5K | ﹤0.01% | 213 |
|