Retirement Planning Company of New England’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
2025
Q2
$163K Sell
12,418
-716
-5% -$9.39K 0.07% 229
2025
Q1
$150K Sell
13,134
-1,031
-7% -$11.8K 0.07% 223
2024
Q4
$161K Sell
14,165
-2,302
-14% -$26.2K 0.08% 225
2024
Q3
$242K Sell
16,467
-1,988
-11% -$29.2K 0.12% 193
2024
Q2
$246K Sell
18,455
-188
-1% -$2.5K 0.13% 182
2024
Q1
$261K Sell
18,643
-875
-4% -$12.2K 0.14% 182
2023
Q4
$304K Buy
19,518
+3,119
+19% +$48.6K 0.14% 170
2023
Q3
$240K Sell
16,399
-1,131
-6% -$16.5K 0.13% 165
2023
Q2
$323K Buy
17,530
+329
+2% +$6.05K 0.19% 148
2023
Q1
$340K Buy
17,201
+1,137
+7% +$22.5K 0.21% 141
2022
Q4
$319K Sell
16,064
-208
-1% -$4.13K 0.21% 146
2022
Q3
$310K Sell
16,272
-317
-2% -$6.04K 0.22% 137
2022
Q2
$316K Buy
16,589
+149
+0.9% +$2.84K 0.22% 140
2022
Q1
$353K Buy
16,440
+1,883
+13% +$40.4K 0.2% 144
2021
Q4
$308K Buy
+14,557
New +$308K 0.15% 158