WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | -$129 | – | 677 |
|
|
2023
Q2 | $129 | Sell |
7
-2,629
| -100% | -$48.4K | ﹤0.01% | 1224 |
|
|
2023
Q1 | $52.1K | Buy |
+2,636
| New | +$52.1K | 0.01% | 544 |
|
|
2016
Q3 | $21.7K | Sell |
2,399
-2,399
| -50% | -$21.7K | 0.01% | 468 |
|
|
2016
Q2 | $21.1K | Buy |
+4,798
| New | +$21.1K | ﹤0.01% | 1376 |
|
|
2015
Q4 | $23.7K | Buy |
+7,197
| New | +$23.7K | ﹤0.01% | 862 |
|