Tobias 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7.43M | Sell |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $12.5M | Buy |
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|
2022
Q4 | $11.7M | Sell |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $10.6M | Sell |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $0 | Buy |
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