Total Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Sell |
14,159
-1,457
| -9% | -$19.1K | 0.02% | 104 |
|
|
2025
Q1 | $178K | Sell |
15,616
-3,528
| -18% | -$40.3K | 0.03% | 90 |
|
|
2024
Q4 | $218K | Sell |
19,144
-1,490,895
| -99% | -$17M | 0.03% | 90 |
|
|
2024
Q3 | $22.2M | Buy |
1,510,039
+21,656
| +1% | +$318K | 3.46% | 10 |
|
|
2024
Q2 | $21M | Buy |
1,488,383
+104,067
| +8% | +$1.47M | 3.44% | 9 |
|
|
2024
Q1 | $19.4M | Buy |
1,384,316
+127,760
| +10% | +$1.79M | 3.33% | 9 |
|
|
2023
Q4 | $19.6M | Buy |
1,256,556
+120,360
| +11% | +$1.87M | 3.55% | 8 |
|
|
2023
Q3 | $16.6M | Buy |
1,136,196
+83,895
| +8% | +$1.23M | 3.39% | 8 |
|
|
2023
Q2 | $19.4M | Buy |
1,052,301
+73,369
| +7% | +$1.35M | 4.03% | 6 |
|
|
2023
Q1 | $19.4M | Buy |
978,932
+134,161
| +16% | +$2.65M | 4.27% | 5 |
|
|
2022
Q4 | $16.8M | Buy |
844,771
+67,068
| +9% | +$1.33M | 4.15% | 5 |
|
|
2022
Q3 | $14.8M | Buy |
777,703
+71,334
| +10% | +$1.36M | 4.22% | 6 |
|
|
2022
Q2 | $13.5M | Buy |
706,369
+42,210
| +6% | +$804K | 3.89% | 7 |
|
|
2022
Q1 | $14.3M | Buy |
+664,159
| New | +$14.3M | 3.86% | 7 |
|
|
2021
Q4 | – | Sell |
-458,692
| Closed | -$9.93M | – | 41 |
|
|
2021
Q3 | $9.93M | Buy |
+458,692
| New | +$9.93M | 3.6% | 7 |
|