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