Sigma Planning Corp’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 Q1	–	Sell	-10,186	Closed	-$116K	–	1242
2024 Q4	$116K	Buy	10,186 +72	+0.7%	+$911	﹤0.01%	1122
2024 Q3	$149K	Sell	10,114 -420	-4%	-$5.92K	﹤0.01%	1153
2024 Q2	$140K	Sell	10,534 -1,377	-12%	-$19.3K	﹤0.01%	1119
2024 Q1	$167K	Buy	+11,911	New	+$168K	0.01%	1151
2023 Q4	–	Sell	-16,325	Closed	-$239K	–	1006
2023 Q3	$239K	Sell	16,325 -1,181	-7%	-$19.8K	0.01%	1014
2023 Q2	$322K	Sell	17,506 -6,084	-26%	-$114K	0.01%	909
2023 Q1	$467K	Sell	23,590 -1,638	-6%	-$32.5K	0.02%	827
2022 Q4	$501K	Sell	25,228 -3,893	-13%	-$76.5K	0.02%	764
2022 Q3	$556K	Sell	29,121 -1,513	-5%	-$32.2K	0.02%	690
2022 Q2	$584K	Buy	30,634 +131	+0.4%	+$2.55K	0.02%	695
2022 Q1	$656K	Sell	30,503 -2,062	-6%	-$40.4K	0.02%	727
2021 Q4	$689K	Sell	32,565 -1,663	-5%	-$38.2K	0.02%	696
2021 Q3	$741K	Sell	34,228 -2,749	-7%	-$62.7K	0.02%	652
2021 Q2	$868K	Buy	36,977 +4,127	+13%	+$94.2K	0.03%	609
2021 Q1	$798K	Sell	32,850 -8,807	-21%	-$246K	0.03%	587
2020 Q4	$1.18M	Buy	41,657 +30,384	+270%	+$683K	0.04%	396
2020 Q3	$208K	Buy	+11,273	New	+$176K	0.01%	944