VERITY Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Hold |
39,334
| – | – | 0.35% | 54 |
|
|
2025
Q1 | $449K | Hold |
39,334
| – | – | 0.33% | 53 |
|
|
2024
Q4 | $448K | Hold |
39,334
| – | – | 0.32% | 56 |
|
|
2024
Q3 | $578K | Hold |
39,334
| – | – | 0.41% | 48 |
|
|
2024
Q2 | $524K | Hold |
39,334
| – | – | 0.39% | 49 |
|
|
2024
Q1 | $550K | Buy |
39,334
+19,599
| +99% | +$274K | 0.42% | 48 |
|
|
2023
Q4 | $307K | Buy |
19,735
+1,320
| +7% | +$20.6K | 0.26% | 59 |
|
|
2023
Q3 | $269K | Buy |
18,415
+1,451
| +9% | +$21.2K | 0.25% | 61 |
|
|
2023
Q2 | $312K | Buy |
16,964
+55
| +0.3% | +$1.01K | 0.28% | 58 |
|
|
2023
Q1 | $334K | Hold |
16,909
| – | – | 0.31% | 58 |
|
|
2022
Q4 | $336K | Buy |
16,909
+1,278
| +8% | +$25.4K | 0.33% | 56 |
|
|
2022
Q3 | $298K | Hold |
15,631
| – | – | 0.31% | 55 |
|
|
2022
Q2 | $298K | Buy |
+15,631
| New | +$298K | 0.29% | 55 |
|