Stonebridge Financial Planning Group’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 |
-10,812
| Closed | -$215K | – | 126 |
|
|
2022
Q4 | $215K | Sell |
10,812
-1,630
| -13% | -$32.4K | 0.14% | 117 |
|
|
2022
Q3 | $238K | Sell |
12,442
-718
| -5% | -$13.7K | 0.17% | 107 |
|
|
2022
Q2 | $251K | Sell |
13,160
-700
| -5% | -$13.4K | 0.17% | 99 |
|
|
2022
Q1 | $298K | Sell |
13,860
-1,400
| -9% | -$30.1K | 0.17% | 92 |
|
|
2021
Q4 | $271K | Sell |
15,260
-1,575
| -9% | -$28K | 0.14% | 104 |
|
|
2021
Q3 | $416K | Sell |
16,835
-4,840
| -22% | -$120K | 0.2% | 86 |
|
|
2021
Q2 | $509K | Sell |
21,675
-155
| -0.7% | -$3.64K | 0.27% | 74 |
|
|
2021
Q1 | $502K | Buy |
21,830
+17,180
| +369% | +$395K | 0.29% | 66 |
|
|
2020
Q4 | $131K | Buy |
+4,650
| New | +$131K | 0.08% | 129 |
|