Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32,246
| Closed | -$640K | – | 794 |
|
|
2022
Q4 | $640K | Buy |
+32,246
| New | +$640K | 0.04% | 393 |
|
|
2021
Q2 | – | Sell |
-23,210
| Closed | -$502K | – | 1526 |
|
|
2021
Q1 | $502K | Buy |
23,210
+20,685
| +819% | +$447K | 0.02% | 639 |
|
|
2020
Q4 | $71K | Buy |
2,525
+1,125
| +80% | +$31.6K | ﹤0.01% | 1277 |
|
|
2020
Q3 | $26K | Hold |
1,400
| – | – | ﹤0.01% | 1444 |
|
|
2020
Q2 | $18K | Sell |
1,400
-120,188
| -99% | -$1.55M | ﹤0.01% | 1496 |
|
|
2020
Q1 | $1.16M | Buy |
121,588
+120,188
| +8,585% | +$1.15M | 0.09% | 231 |
|
|
2019
Q4 | $16K | Hold |
1,400
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q3 | $15K | Buy |
+1,400
| New | +$15K | ﹤0.01% | 1389 |
|