Schneider Downs Wealth Management Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $149K | Sell |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $177K | Sell |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $241K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $214K | Buy |
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