Tyler-Stone 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 |
-2,054
| Closed | -$32K | – | 917 |
|
|
2023
Q4 | $32K | Buy |
2,054
+669
| +48% | +$10.4K | 0.02% | 423 |
|
|
2023
Q3 | $20K | Hold |
1,385
| – | – | 0.01% | 475 |
|
|
2023
Q2 | $25K | Buy |
+1,385
| New | +$25K | 0.01% | 445 |
|
|
2022
Q4 | $27K | Buy |
1,381
+1
| +0.1% | +$20 | 0.02% | 405 |
|
|
2022
Q3 | $26K | Hold |
1,380
| – | – | 0.02% | 392 |
|
|
2022
Q2 | $26K | Buy |
1,380
+854
| +162% | +$16.1K | 0.02% | 408 |
|
|
2022
Q1 | $11K | Hold |
526
| – | – | 0.01% | 554 |
|
|
2021
Q4 | $11K | Buy |
+526
| New | +$11K | 0.01% | 590 |
|