Summit Place Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $1.96M | Sell |
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|
2020
Q4 | $2.81M | Sell |
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|
2020
Q3 | $2.6M | Sell |
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|
2020
Q2 | $1.8M | Buy |
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|
2020
Q1 | $1.23M | Buy |
|