Shira Ridge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,454
| Closed | -$198K | – | 80 |
|
|
2024
Q3 | $198K | Sell |
13,454
-1,985
| -13% | -$29.2K | 0.1% | 81 |
|
|
2024
Q2 | $206K | Sell |
15,439
-968
| -6% | -$12.9K | 0.11% | 74 |
|
|
2024
Q1 | $229K | Sell |
16,407
-5,072
| -24% | -$70.9K | 0.13% | 69 |
|
|
2023
Q4 | $334K | Buy |
21,479
+2,004
| +10% | +$31.2K | 0.2% | 59 |
|
|
2023
Q3 | $285K | Hold |
19,475
| – | – | 0.19% | 57 |
|
|
2023
Q2 | $358K | Sell |
19,475
-255
| -1% | -$4.69K | 0.22% | 54 |
|
|
2023
Q1 | $390K | Sell |
19,730
-2,346
| -11% | -$46.4K | 0.26% | 53 |
|
|
2022
Q4 | $438K | Buy |
+22,076
| New | +$438K | 0.3% | 47 |
|