RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,500
| Closed | -$75.3K | – | 190 |
|
|
2022
Q1 | $75.3K | Hold |
3,500
| – | – | 0.03% | 135 |
|
|
2021
Q4 | $74.1K | Hold |
3,500
| – | – | 0.03% | 148 |
|
|
2021
Q3 | $75.8K | Buy |
3,500
+2,000
| +133% | +$43.3K | 0.03% | 147 |
|
|
2021
Q2 | $35.2K | Buy |
+1,500
| New | +$35.2K | 0.01% | 191 |
|
|
2020
Q4 | $42.4K | Hold |
1,500
| – | – | 0.02% | 168 |
|
|
2020
Q3 | $27.7K | Buy |
+1,500
| New | +$27.7K | 0.01% | 197 |
|