Rappaport Reiches Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-15,664
| Closed | -$230K | – | 112 |
|
2024
Q3 | $230K | Hold |
15,664
| – | – | 0.06% | 99 |
|
2024
Q2 | $209K | Buy |
15,664
+1,856
| +13% | +$24.7K | 0.06% | 93 |
|
2024
Q1 | $193K | Hold |
13,808
| – | – | 0.06% | 101 |
|
2023
Q4 | $215K | Buy |
13,808
+8
| +0.1% | +$125 | 0.08% | 78 |
|
2023
Q3 | $202K | Buy |
13,800
+42
| +0.3% | +$614 | 0.09% | 71 |
|
2023
Q2 | $253K | Buy |
13,758
+43
| +0.3% | +$791 | 0.11% | 66 |
|
2023
Q1 | $271K | Buy |
+13,715
| New | +$271K | 0.12% | 66 |
|