United Capital Financial Advisors’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
Q4 | – | Sell |
-11,346
| Closed | -$167K | – | 1072 |
|
|
2024
Q3 | $167K | Sell |
11,346
-33
| -0.3% | -$485 | ﹤0.01% | 1022 |
|
|
2024
Q2 | $152K | Buy |
+11,379
| New | +$152K | ﹤0.01% | 985 |
|
|
2024
Q1 | – | Sell |
-13,120
| Closed | -$204K | – | 1100 |
|
|
2023
Q4 | $204K | Sell |
13,120
-2,779
| -17% | -$43.3K | ﹤0.01% | 997 |
|
|
2023
Q3 | $232K | Buy |
+15,899
| New | +$232K | ﹤0.01% | 773 |
|
|
2023
Q1 | – | Sell |
-10,336
| Closed | -$205K | – | 1005 |
|
|
2022
Q4 | $205K | Buy |
+10,336
| New | +$205K | ﹤0.01% | 981 |
|
|
2022
Q1 | – | Sell |
-10,566
| Closed | -$224K | – | 1182 |
|
|
2021
Q4 | $224K | Buy |
+10,566
| New | +$224K | ﹤0.01% | 1111 |
|
|
2021
Q3 | – | Sell |
-9,943
| Closed | -$233K | – | 1215 |
|
|
2021
Q2 | $233K | Sell |
9,943
-2,838
| -22% | -$66.5K | ﹤0.01% | 1100 |
|
|
2021
Q1 | $311K | Buy |
12,781
+3,559
| +39% | +$86.6K | ﹤0.01% | 969 |
|
|
2020
Q4 | $260K | Buy |
+9,222
| New | +$260K | ﹤0.01% | 1044 |
|