TWA
TPB Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.95M | Sell |
199,673
-16,716
| -8% | -$331K | 2.15% | 15 |
|
|
2022
Q4 | $4.42M | Buy |
216,389
+3,280
| +2% | +$67K | 2.27% | 16 |
|
|
2022
Q3 | $4.07M | Buy |
213,109
+12,796
| +6% | +$244K | 1.94% | 14 |
|
|
2022
Q2 | $3.82M | Sell |
200,313
-12,507
| -6% | -$238K | 1.72% | 15 |
|
|
2022
Q1 | $4.57M | Buy |
212,820
+98,929
| +87% | +$2.12M | 1.71% | 13 |
|
|
2021
Q4 | $2.4M | Buy |
113,891
+39,347
| +53% | +$829K | 1.17% | 19 |
|
|
2021
Q3 | $1.61M | Sell |
74,544
-11,684
| -14% | -$253K | 1.17% | 20 |
|
|
2021
Q2 | $2.02M | Buy |
86,228
+31,228
| +57% | +$732K | 1.3% | 19 |
|
|
2021
Q1 | $1.3M | Buy |
+55,000
| New | +$1.3M | 1.12% | 19 |
|