Prio Wealth Limited Partnership’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
2024
Q3
$358K Hold
2024
Q2
$325K Sell
2024
Q1
$386K Buy
2023
Q4
$392K Buy
2023
Q3
$355K Hold
2023
Q2
$447K Buy
2023
Q1
$474K Hold
2022
Q4
$476K Hold
2022
Q3
$458K Buy
2022
Q2
$422K Buy
2022
Q1
$466K Buy
2021
Q4
$409K Buy
2021
Q3
$410K Buy
2021
Q2
$427K Buy
2021
Q1
$427K Buy
2020
Q4
$329K Buy