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Ridgecrest Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Ridgecrest Wealth Partners’s Portfolio ICLN Stock Details ICLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,033
Closed -$162K – 113
2024
Q3 		$162K Hold
11,033
– – 0.08% 111
2024
Q2 		$147K Buy
11,033
+480
+5% +$6.72K 0.09% 103
2024
Q1 		$148K Hold
10,553
– – 0.09% 106
2023
Q4 		$164K Buy
+10,553
New +$148K 0.11% 96
2023
Q3 		– Sell
-11,023
Closed -$203K – 100
2023
Q2 		$203K Sell
11,023
-151
-1% -$2.84K 0.13% 97
2023
Q1 		$221K Hold
11,174
– – 0.16% 89
2022
Q4 		$222K Buy
11,174
+850
+8% +$16.7K 0.17% 84
2022
Q3 		$197K Hold
10,324
– – 0.16% 90
2022
Q2 		$197K Buy
+10,324
New +$201K 0.14% 99

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