VA
Valmark Advisers’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
11,363
-3,525
| -24% | -$46.2K | ﹤0.01% | 635 |
|
|
2025
Q1 | $170K | Hold |
14,888
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $169K | Hold |
14,888
| – | – | ﹤0.01% | 589 |
|
|
2024
Q3 | $219K | Sell |
14,888
-1
| -0% | -$15 | ﹤0.01% | 562 |
|
|
2024
Q2 | $198K | Sell |
14,889
-268
| -2% | -$3.57K | ﹤0.01% | 552 |
|
|
2024
Q1 | $212K | Buy |
15,157
+1,650
| +12% | +$23.1K | ﹤0.01% | 520 |
|
|
2023
Q4 | $210K | Sell |
13,507
-220
| -2% | -$3.43K | ﹤0.01% | 478 |
|
|
2023
Q3 | $201K | Buy |
13,727
+782
| +6% | +$11.4K | ﹤0.01% | 461 |
|
|
2023
Q2 | $238K | Sell |
12,945
-1,810
| -12% | -$33.3K | ﹤0.01% | 439 |
|
|
2023
Q1 | $292K | Buy |
14,755
+153
| +1% | +$3.03K | 0.01% | 401 |
|
|
2022
Q4 | $290K | Sell |
14,602
-5,688
| -28% | -$113K | 0.01% | 375 |
|
|
2022
Q3 | $387K | Buy |
20,290
+1,968
| +11% | +$37.5K | 0.01% | 315 |
|
|
2022
Q2 | $349K | Sell |
18,322
-1,930
| -10% | -$36.8K | 0.01% | 332 |
|
|
2022
Q1 | $436K | Buy |
20,252
+250
| +1% | +$5.38K | 0.01% | 322 |
|
|
2021
Q4 | $423K | Buy |
20,002
+7,315
| +58% | +$155K | 0.01% | 301 |
|
|
2021
Q3 | $275K | Buy |
12,687
+1,790
| +16% | +$38.8K | 0.01% | 335 |
|
|
2021
Q2 | $256K | Buy |
10,897
+450
| +4% | +$10.6K | ﹤0.01% | 344 |
|
|
2021
Q1 | $254K | Buy |
+10,447
| New | +$254K | ﹤0.01% | 337 |
|