Sugarloaf Wealth Management’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
Q2
Sell
-312
Closed -$6.18K 705
2023
Q1
$6.18K Hold
312
﹤0.01% 529
2022
Q4
$6.2K Hold
312
﹤0.01% 553
2022
Q3
$6K Hold
312
﹤0.01% 582
2022
Q2
$6K Buy
312
+2
+0.6% +$38 ﹤0.01% 574
2022
Q1
$7K Hold
310
﹤0.01% 518
2021
Q4
$7K Buy
310
+2
+0.6% +$45 ﹤0.01% 550
2021
Q3
$7K Hold
308
﹤0.01% 553
2021
Q2
$7K Buy
308
+183
+146% +$4.16K ﹤0.01% 554
2021
Q1
$7 Buy
+125
New +$7 ﹤0.01% 542