Valley Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,959
| Closed | -$22.4K | – | 337 |
|
|
2025
Q1 | $22.4K | Hold |
1,959
| – | – | ﹤0.01% | 242 |
|
|
2024
Q4 | $22.3K | Buy |
+1,959
| New | +$22.3K | ﹤0.01% | 256 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 425 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 392 |
|
|
2024
Q1 | – | Sell |
-325
| Closed | -$5.06K | – | 338 |
|
|
2023
Q4 | $5.06K | Hold |
325
| – | – | ﹤0.01% | 283 |
|
|
2023
Q3 | $4.75K | Hold |
325
| – | – | ﹤0.01% | 311 |
|
|
2023
Q2 | $5.98K | Hold |
325
| – | – | ﹤0.01% | 284 |
|
|
2023
Q1 | $6.43K | Hold |
325
| – | – | ﹤0.01% | 300 |
|
|
2022
Q4 | $6.45K | Hold |
325
| – | – | ﹤0.01% | 315 |
|
|
2022
Q3 | $6K | Sell |
325
-75
| -19% | -$1.39K | ﹤0.01% | 343 |
|
|
2022
Q2 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 337 |
|