Principle Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$6.44K	0.04%	220
2022 Q4	$376K	Sell	18,954 -2,650	-12%	-$52.1K	0.04%	224
2022 Q3	$412	Sell	21,604 -4,100	-16%	-$87.4K	0.04%	201
2022 Q2	$490K	Sell	25,704 -414	-2%	-$8.07K	0.06%	196
2022 Q1	$562K	Sell	26,118 -7,191	-22%	-$141K	0.06%	189
2021 Q4	$705K	Sell	33,309 -6,395	-16%	-$147K	0.07%	169
2021 Q3	$860K	Buy	39,704 +9,360	+31%	+$213K	0.1%	142
2021 Q2	$712K	Buy	30,344 +15,920	+110%	+$363K	0.08%	163
2021 Q1	$351K	Buy	14,424 +6,812	+89%	+$191K	0.04%	221
2020 Q4	$215K	Buy	+7,612	New	+$171K	0.03%	263