SAM
Summit Asset 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 |
-10,658
| Closed | -$122K | – | 174 |
|
|
2025
Q1 | $122K | Hold |
10,658
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $121K | Hold |
10,658
| – | – | 0.02% | 159 |
|
|
2024
Q3 | $157K | Hold |
10,658
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $142K | Buy |
10,658
+233
| +2% | +$3.1K | 0.03% | 155 |
|
|
2024
Q1 | $146K | Buy |
+10,425
| New | +$146K | 0.03% | 157 |
|