Plante Moran Financial Advisors’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
Q1 | – | Sell |
-458
| Closed | -$5.21K | – | 876 |
|
|
2024
Q4 | $5.21K | Sell |
458
-554
| -55% | -$6.3K | ﹤0.01% | 685 |
|
|
2024
Q3 | $14.9K | Hold |
1,012
| – | – | ﹤0.01% | 567 |
|
|
2024
Q2 | $13.5K | Hold |
1,012
| – | – | ﹤0.01% | 533 |
|
|
2024
Q1 | $14.1K | Hold |
1,012
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $15.8K | Hold |
1,012
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $14.8K | Hold |
1,012
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $18.6K | Hold |
1,012
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $20K | Hold |
1,012
| – | – | ﹤0.01% | 444 |
|
|
2022
Q4 | $20.1K | Sell |
1,012
-119
| -11% | -$2.36K | ﹤0.01% | 459 |
|
|
2022
Q3 | $22K | Buy |
1,131
+577
| +104% | +$11.2K | ﹤0.01% | 442 |
|
|
2022
Q2 | $11K | Hold |
554
| – | – | ﹤0.01% | 586 |
|
|
2022
Q1 | $12K | Hold |
554
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $12K | Hold |
554
| – | – | ﹤0.01% | 661 |
|
|
2021
Q3 | $12K | Hold |
554
| – | – | ﹤0.01% | 661 |
|
|
2021
Q2 | $13K | Hold |
554
| – | – | ﹤0.01% | 643 |
|
|
2021
Q1 | $13K | Hold |
554
| – | – | ﹤0.01% | 610 |
|
|
2020
Q4 | $16K | Buy |
554
+251
| +83% | +$7.25K | ﹤0.01% | 565 |
|
|
2020
Q3 | $6K | Buy |
+303
| New | +$6K | ﹤0.01% | 663 |
|