Tradition Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,787
| Closed | -$106K | – | 762 |
|
2023
Q4 | $106K | Sell |
6,787
-9,247
| -58% | -$144K | 0.01% | 455 |
|
2023
Q3 | $234K | Buy |
16,034
+3,751
| +31% | +$54.7K | 0.03% | 284 |
|
2023
Q2 | $226K | Buy |
12,283
+3
| +0% | +$55 | 0.03% | 289 |
|
2023
Q1 | $243K | Buy |
12,280
+250
| +2% | +$4.95K | 0.03% | 275 |
|
2022
Q4 | $239K | Buy |
12,030
+1,097
| +10% | +$21.8K | 0.03% | 246 |
|
2022
Q3 | $209K | Buy |
10,933
+3,404
| +45% | +$65.1K | 0.03% | 249 |
|
2022
Q2 | $143K | Buy |
7,529
+82
| +1% | +$1.56K | 0.02% | 304 |
|
2022
Q1 | $160K | Buy |
7,447
+1,200
| +19% | +$25.8K | 0.02% | 322 |
|
2021
Q4 | $132K | Buy |
6,247
+1,741
| +39% | +$36.8K | 0.02% | 352 |
|
2021
Q3 | $98K | Buy |
4,506
+2,876
| +176% | +$62.5K | 0.01% | 375 |
|
2021
Q2 | $38K | Sell |
1,630
-123
| -7% | -$2.87K | 0.01% | 605 |
|
2021
Q1 | $43K | Buy |
1,753
+234
| +15% | +$5.74K | 0.01% | 465 |
|
2020
Q4 | $43K | Buy |
+1,519
| New | +$43K | 0.01% | 438 |
|