SOA Wealth 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 | $11.9K | Sell |
911
-33,421
| -97% | -$438K | ﹤0.01% | 574 |
|
|
2025
Q1 | $43.8K | Buy |
34,332
+33,425
| +3,685% | +$42.6K | 0.01% | 363 |
|
|
2024
Q4 | $10.3K | Sell |
907
-535
| -37% | -$6.09K | ﹤0.01% | 541 |
|
|
2024
Q3 | $21.2K | Hold |
1,442
| – | – | ﹤0.01% | 441 |
|
|
2024
Q2 | $19.2K | Sell |
1,442
-235
| -14% | -$3.13K | ﹤0.01% | 448 |
|
|
2024
Q1 | $23.4K | Hold |
1,677
| – | – | ﹤0.01% | 421 |
|
|
2023
Q4 | $26.1K | Sell |
1,677
-453
| -21% | -$7.05K | 0.01% | 388 |
|
|
2023
Q3 | $31.1K | Hold |
2,130
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $39.2K | Buy |
2,130
+10
| +0.5% | +$184 | 0.01% | 324 |
|
|
2023
Q1 | $41.9K | Hold |
2,120
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $42.1K | Buy |
2,120
+4
| +0.2% | +$79 | 0.01% | 301 |
|
|
2022
Q3 | $40K | Hold |
2,116
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $40K | Buy |
2,116
+557
| +36% | +$10.5K | 0.01% | 291 |
|
|
2022
Q1 | $33K | Buy |
1,559
+1
| +0.1% | +$21 | 0.01% | 371 |
|
|
2021
Q4 | $33K | Buy |
1,558
+242
| +18% | +$5.13K | 0.01% | 362 |
|
|
2021
Q3 | $28K | Sell |
1,316
-2,573
| -66% | -$54.7K | 0.01% | 395 |
|
|
2021
Q2 | $91K | Sell |
3,889
-533
| -12% | -$12.5K | 0.02% | 228 |
|
|
2021
Q1 | $107K | Sell |
4,422
-25
| -0.6% | -$605 | 0.03% | 186 |
|
|
2020
Q4 | $136K | Buy |
+4,447
| New | +$136K | 0.04% | 166 |
|