WCFA
Walkner Condon Financial Advisors’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 | $593K | Sell |
45,337
-150
| -0.3% | -$1.96K | 0.11% | 139 |
|
|
2025
Q1 | $519K | Sell |
45,487
-4,133
| -8% | -$47.1K | 0.1% | 151 |
|
|
2024
Q4 | $564K | Buy |
49,620
+3,130
| +7% | +$35.6K | 0.11% | 145 |
|
|
2024
Q3 | $682K | Sell |
46,490
-341
| -0.7% | -$5K | 0.14% | 125 |
|
|
2024
Q2 | $623K | Sell |
46,831
-461
| -1% | -$6.13K | 0.13% | 124 |
|
|
2024
Q1 | $661K | Sell |
47,292
-390
| -0.8% | -$5.45K | 0.14% | 127 |
|
|
2023
Q4 | $743K | Buy |
47,682
+6,844
| +17% | +$107K | 0.17% | 114 |
|
|
2023
Q3 | $597K | Buy |
40,838
+2,797
| +7% | +$40.9K | 0.16% | 119 |
|
|
2023
Q2 | $700K | Buy |
38,041
+1,467
| +4% | +$27K | 0.19% | 105 |
|
|
2023
Q1 | $723K | Buy |
36,574
+1,216
| +3% | +$24K | 0.2% | 100 |
|
|
2022
Q4 | $702K | Buy |
35,358
+1,068
| +3% | +$21.2K | 0.21% | 98 |
|
|
2022
Q3 | $655K | Buy |
34,290
+416
| +1% | +$7.95K | 0.21% | 99 |
|
|
2022
Q2 | $645K | Buy |
33,874
+214
| +0.6% | +$4.08K | 0.2% | 101 |
|
|
2022
Q1 | $724K | Buy |
33,660
+8,617
| +34% | +$185K | 0.21% | 94 |
|
|
2021
Q4 | $530K | Sell |
25,043
-6,902
| -22% | -$146K | 0.34% | 69 |
|
|
2021
Q3 | $690K | Sell |
31,945
-8,419
| -21% | -$182K | 0.34% | 64 |
|
|
2021
Q2 | $943K | Buy |
40,364
+7,226
| +22% | +$169K | 0.35% | 60 |
|
|
2021
Q1 | $805K | Buy |
33,138
+822
| +3% | +$20K | 0.31% | 71 |
|
|
2020
Q4 | $913K | Buy |
32,316
+1,297
| +4% | +$36.6K | 0.39% | 54 |
|
|
2020
Q3 | $574K | Buy |
+31,019
| New | +$574K | 0.31% | 62 |
|