SDWMA
Schneider Downs Wealth Management Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
+10,286
| New | +$135K | 0.02% | 144 |
|
|
2024
Q4 | – | Sell |
-10,134
| Closed | -$149K | – | 142 |
|
|
2024
Q3 | $149K | Sell |
10,134
-1,255
| -11% | -$18.4K | 0.03% | 139 |
|
|
2024
Q2 | $152K | Hold |
11,389
| – | – | 0.03% | 128 |
|
|
2024
Q1 | $159K | Buy |
11,389
+13
| +0.1% | +$182 | 0.04% | 133 |
|
|
2023
Q4 | $177K | Sell |
11,376
-2,937
| -21% | -$45.7K | 0.05% | 115 |
|
|
2023
Q3 | $209K | Buy |
14,313
+1,828
| +15% | +$26.7K | 0.05% | 102 |
|
|
2023
Q2 | $230K | Sell |
12,485
-3,528
| -22% | -$64.9K | 0.05% | 101 |
|
|
2023
Q1 | $317K | Sell |
16,013
-297
| -2% | -$5.88K | 0.07% | 86 |
|
|
2022
Q4 | $324K | Buy |
16,310
+4,286
| +36% | +$85.1K | 0.07% | 84 |
|
|
2022
Q3 | $230K | Sell |
12,024
-639
| -5% | -$12.2K | 0.07% | 117 |
|
|
2022
Q2 | $241K | Buy |
+12,663
| New | +$241K | 0.07% | 118 |
|
|
2021
Q1 | – | Sell |
-7,595
| Closed | -$214K | – | 136 |
|
|
2020
Q4 | $214K | Buy |
+7,595
| New | +$214K | 0.06% | 87 |
|