Sigma Planning Corp’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
2025
Q1
Sell
-10,186
Closed -$116K 1229
2024
Q4
$116K Buy
10,186
+72
+0.7% +$819 ﹤0.01% 1122
2024
Q3
$149K Sell
10,114
-420
-4% -$6.17K ﹤0.01% 1152
2024
Q2
$140K Sell
10,534
-1,377
-12% -$18.3K ﹤0.01% 1117
2024
Q1
$167K Buy
+11,911
New +$167K 0.01% 1151
2023
Q4
Sell
-16,325
Closed -$239K 998
2023
Q3
$239K Sell
16,325
-1,181
-7% -$17.3K 0.01% 1014
2023
Q2
$322K Sell
17,506
-6,084
-26% -$112K 0.01% 909
2023
Q1
$467K Sell
23,590
-1,638
-6% -$32.4K 0.02% 827
2022
Q4
$501K Sell
25,228
-3,893
-13% -$77.3K 0.02% 764
2022
Q3
$556K Sell
29,121
-1,513
-5% -$28.9K 0.02% 688
2022
Q2
$584K Buy
30,634
+131
+0.4% +$2.5K 0.02% 692
2022
Q1
$656K Sell
30,503
-2,062
-6% -$44.3K 0.02% 723
2021
Q4
$689K Sell
32,565
-1,663
-5% -$35.2K 0.02% 690
2021
Q3
$741K Sell
34,228
-2,749
-7% -$59.5K 0.02% 645
2021
Q2
$868K Buy
36,977
+4,127
+13% +$96.9K 0.03% 603
2021
Q1
$798K Sell
32,850
-8,807
-21% -$214K 0.03% 583
2020
Q4
$1.18M Buy
41,657
+30,384
+270% +$858K 0.04% 392
2020
Q3
$208K Buy
+11,273
New +$208K 0.01% 933