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