RWP
Ridgecrest Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$6.39K | 0.09% | 103 |
|
|
2024
Q1 | $148K | Hold |
10,553
| – | – | 0.09% | 106 |
|
|
2023
Q4 | $164K | Buy |
+10,553
| New | +$164K | 0.11% | 96 |
|
|
2023
Q3 | – | Sell |
-11,023
| Closed | -$203K | – | 100 |
|
|
2023
Q2 | $203K | Sell |
11,023
-151
| -1% | -$2.78K | 0.13% | 97 |
|
|
2023
Q1 | $221K | Hold |
11,174
| – | – | 0.16% | 89 |
|
|
2022
Q4 | $222K | Buy |
11,174
+850
| +8% | +$16.9K | 0.17% | 84 |
|
|
2022
Q3 | $197K | Hold |
10,324
| – | – | 0.16% | 90 |
|
|
2022
Q2 | $197K | Buy |
+10,324
| New | +$197K | 0.14% | 99 |
|