Stamos Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,670
| Closed | -$356K | – | 153 |
|
|
2022
Q3 | $356K | Buy |
+18,670
| New | +$356K | 0.09% | 166 |
|
|
2021
Q4 | – | Sell |
-23,110
| Closed | -$500K | – | 59 |
|
|
2021
Q3 | $500K | Buy |
23,110
+120
| +0.5% | +$2.6K | 0.28% | 42 |
|
|
2021
Q2 | $539K | Buy |
22,990
+9,390
| +69% | +$220K | 0.28% | 43 |
|
|
2021
Q1 | $330K | Hold |
13,600
| – | – | 0.17% | 47 |
|
|
2020
Q4 | $384K | Buy |
+13,600
| New | +$384K | 0.16% | 51 |
|