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Shira Ridge Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Shira Ridge Wealth Management’s Portfolio ICLN Stock Details ICLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,454
Closed -$198K – 80
2024
Q3 		$198K Sell
13,454
-1,985
-13% -$28K 0.1% 81
2024
Q2 		$206K Sell
15,439
-968
-6% -$13.6K 0.11% 74
2024
Q1 		$229K Sell
16,407
-5,072
-24% -$71.5K 0.13% 69
2023
Q4 		$334K Buy
21,479
+2,004
+10% +$28.2K 0.2% 59
2023
Q3 		$285K Hold
19,475
– – 0.19% 57
2023
Q2 		$358K Sell
19,475
-255
-1% -$4.79K 0.22% 54
2023
Q1 		$390K Sell
19,730
-2,346
-11% -$46.5K 0.26% 53
2022
Q4 		$438K Buy
+22,076
New +$434K 0.3% 47

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PCP
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MD
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