Sargent Bickham Lagudis’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
Q4 | $47K | Sell |
2,367
-1,605
| -40% | -$31.9K | ﹤0.01% | 451 |
|
|
2022
Q3 | $76K | Buy |
3,972
+174
| +5% | +$3.33K | 0.01% | 351 |
|
|
2022
Q2 | $73K | Hold |
3,798
| – | – | 0.01% | 358 |
|
|
2022
Q1 | $82K | Buy |
3,798
+183
| +5% | +$3.95K | 0.01% | 363 |
|
|
2021
Q4 | $77K | Buy |
3,615
+496
| +16% | +$10.6K | 0.01% | 376 |
|
|
2021
Q3 | $68K | Hold |
3,119
| – | – | 0.01% | 394 |
|
|
2021
Q2 | $73K | Buy |
3,119
+412
| +15% | +$9.64K | 0.01% | 386 |
|
|
2021
Q1 | $66K | Buy |
2,707
+100
| +4% | +$2.44K | 0.01% | 394 |
|
|
2020
Q4 | $74K | Hold |
2,607
| – | – | 0.01% | 364 |
|
|
2020
Q3 | $48K | Hold |
2,607
| – | – | ﹤0.01% | 385 |
|
|
2020
Q2 | $33K | Hold |
2,607
| – | – | ﹤0.01% | 416 |
|
|
2020
Q1 | $25K | Hold |
2,607
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $31K | Buy |
2,607
+2,075
| +390% | +$24.7K | ﹤0.01% | 450 |
|
|
2019
Q3 | $6K | Hold |
532
| – | – | ﹤0.01% | 615 |
|
|
2019
Q2 | $6K | Hold |
532
| – | – | ﹤0.01% | 647 |
|
|
2019
Q1 | $5K | Buy |
+532
| New | +$5K | ﹤0.01% | 694 |
|