Walkner Condon Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
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|
2025
Q1 | $519K | Sell |
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|
2024
Q4 | $564K | Buy |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $623K | Sell |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $743K | Buy |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $700K | Buy |
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|
2023
Q1 | $723K | Buy |
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|
2022
Q4 | $702K | Buy |
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|
2022
Q3 | $655K | Buy |
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|
2022
Q2 | $645K | Buy |
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|
2022
Q1 | $724K | Buy |
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|
2021
Q4 | $530K | Sell |
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|
2021
Q3 | $690K | Sell |
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|
2021
Q2 | $943K | Buy |
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|
2021
Q1 | $805K | Buy |
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|
2020
Q4 | $913K | Buy |
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|
2020
Q3 | $574K | Buy |
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