Principle Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,279
| Closed | -$282K | – | 341 |
|
|
2023
Q3 | $282K | Hold |
19,279
| – | – | 0.03% | 261 |
|
|
2023
Q2 | $355K | Hold |
19,279
| – | – | 0.04% | 242 |
|
|
2023
Q1 | $381K | Buy |
19,279
+325
| +2% | +$6.43K | 0.04% | 220 |
|
|
2022
Q4 | $376K | Sell |
18,954
-2,650
| -12% | -$52.6K | 0.04% | 224 |
|
|
2022
Q3 | $412 | Sell |
21,604
-4,100
| -16% | -$78 | 0.04% | 201 |
|
|
2022
Q2 | $490K | Sell |
25,704
-414
| -2% | -$7.89K | 0.06% | 196 |
|
|
2022
Q1 | $562K | Sell |
26,118
-7,191
| -22% | -$155K | 0.06% | 189 |
|
|
2021
Q4 | $705K | Sell |
33,309
-6,395
| -16% | -$135K | 0.07% | 169 |
|
|
2021
Q3 | $860K | Buy |
39,704
+9,360
| +31% | +$203K | 0.1% | 142 |
|
|
2021
Q2 | $712K | Buy |
30,344
+15,920
| +110% | +$374K | 0.08% | 163 |
|
|
2021
Q1 | $351K | Buy |
14,424
+6,812
| +89% | +$166K | 0.04% | 221 |
|
|
2020
Q4 | $215K | Buy |
+7,612
| New | +$215K | 0.03% | 263 |
|