RSWM
Robertson Stephens Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,420
| Closed | -$202K | – | 397 |
|
|
2022
Q1 | $202K | Buy |
+9,420
| New | +$202K | 0.02% | 371 |
|
|
2021
Q4 | – | Sell |
-9,420
| Closed | -$203K | – | 383 |
|
|
2021
Q3 | $203K | Sell |
9,420
-627
| -6% | -$13.5K | 0.02% | 300 |
|
|
2021
Q2 | $235K | Buy |
10,047
+627
| +7% | +$14.7K | 0.03% | 300 |
|
|
2021
Q1 | $228K | Buy |
+9,420
| New | +$228K | 0.04% | 266 |
|