PWM
Purus Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,134
| Closed | -$267K | – | 119 |
|
|
2023
Q4 | $267K | Sell |
17,134
-378
| -2% | -$5.89K | 0.15% | 102 |
|
|
2023
Q3 | $256K | Sell |
17,512
-309
| -2% | -$4.52K | 0.17% | 95 |
|
|
2023
Q2 | $328K | Sell |
17,821
-3,579
| -17% | -$65.9K | 0.21% | 81 |
|
|
2023
Q1 | $423K | Sell |
21,400
-499
| -2% | -$9.87K | 0.33% | 67 |
|
|
2022
Q4 | $435K | Sell |
21,899
-1,302
| -6% | -$25.8K | 0.39% | 61 |
|
|
2022
Q3 | $443K | Sell |
23,201
-146
| -0.6% | -$2.79K | 0.41% | 61 |
|
|
2022
Q2 | $445K | Sell |
23,347
-71
| -0.3% | -$1.35K | 0.4% | 62 |
|
|
2022
Q1 | $504K | Sell |
23,418
-1,579
| -6% | -$34K | 0.35% | 67 |
|
|
2021
Q4 | $529K | Buy |
24,997
+15,766
| +171% | +$334K | 0.33% | 68 |
|
|
2021
Q3 | $200K | Buy |
+9,231
| New | +$200K | 0.14% | 99 |
|