SWM
Stockman Wealth Management’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 | – | Sell |
-11,285
| Closed | -$129K | – | 176 |
|
|
2025
Q1 | $129K | Buy |
11,285
+895
| +9% | +$10.2K | 0.02% | 164 |
|
|
2024
Q4 | $118K | Sell |
10,390
-3,770
| -27% | -$42.9K | 0.02% | 163 |
|
|
2024
Q3 | $208K | Sell |
14,160
-3,478
| -20% | -$51.1K | 0.03% | 176 |
|
|
2024
Q2 | $235K | Sell |
17,638
-617
| -3% | -$8.22K | 0.04% | 154 |
|
|
2024
Q1 | $255K | Buy |
18,255
+411
| +2% | +$5.75K | 0.05% | 154 |
|
|
2023
Q4 | $278K | Buy |
17,844
+500
| +3% | +$7.79K | 0.06% | 137 |
|
|
2023
Q3 | $254K | Buy |
17,344
+2,627
| +18% | +$38.4K | 0.06% | 155 |
|
|
2023
Q2 | $271K | Buy |
14,717
+110
| +0.8% | +$2.02K | 0.06% | 155 |
|
|
2023
Q1 | $289K | Buy |
14,607
+512
| +4% | +$10.1K | 0.06% | 161 |
|
|
2022
Q4 | $280K | Sell |
14,095
-1,700
| -11% | -$33.7K | 0.06% | 157 |
|
|
2022
Q3 | $302K | Sell |
15,795
-670
| -4% | -$12.8K | 0.08% | 134 |
|
|
2022
Q2 | $314K | Buy |
16,465
+775
| +5% | +$14.8K | 0.08% | 135 |
|
|
2022
Q1 | $338K | Buy |
+15,690
| New | +$338K | 0.07% | 146 |
|