Westside Investment Management’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 | $9.83K | Hold |
750
| – | – | ﹤0.01% | 944 |
|
|
2025
Q1 | $8.57K | Sell |
750
-2,600
| -78% | -$29.7K | ﹤0.01% | 703 |
|
|
2024
Q4 | $38.1K | Sell |
3,350
-12,900
| -79% | -$147K | 0.01% | 446 |
|
|
2024
Q3 | $236K | Sell |
16,250
-500
| -3% | -$7.26K | 0.05% | 216 |
|
|
2024
Q2 | $224K | Hold |
16,750
| – | – | 0.05% | 214 |
|
|
2024
Q1 | $234K | Sell |
16,750
-450
| -3% | -$6.29K | 0.06% | 211 |
|
|
2023
Q4 | $268K | Buy |
17,200
+15,450
| +883% | +$241K | 0.07% | 185 |
|
|
2023
Q3 | $25.6K | Hold |
1,750
| – | – | 0.01% | 447 |
|
|
2023
Q2 | $32.2K | Sell |
1,750
-200
| -10% | -$3.68K | 0.01% | 420 |
|
|
2023
Q1 | $38.6K | Hold |
1,950
| – | – | 0.01% | 389 |
|
|
2022
Q4 | $38 | Hold |
1,950
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $37 | Hold |
1,950
| – | – | ﹤0.01% | 437 |
|
|
2022
Q2 | $37 | Hold |
1,950
| – | – | ﹤0.01% | 438 |
|
|
2022
Q1 | $41 | Hold |
1,950
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $41 | Hold |
1,950
| – | – | ﹤0.01% | 416 |
|
|
2021
Q3 | $42 | Hold |
1,950
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $45 | Hold |
1,950
| – | – | ﹤0.01% | 393 |
|
|
2021
Q1 | $47 | Buy |
1,950
+500
| +34% | +$12 | ﹤0.01% | 378 |
|
|
2020
Q4 | $40 | Buy |
1,450
+200
| +16% | +$6 | ﹤0.01% | 363 |
|
|
2020
Q3 | $23 | Hold |
1,250
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $15 | Sell |
1,250
-1,500
| -55% | -$18 | ﹤0.01% | 438 |
|
|
2020
Q1 | $14.3K | Buy |
+2,750
| New | +$14.3K | 0.01% | 132 |
|
|
2019
Q2 | $16 | Buy |
+1,568
| New | +$16 | ﹤0.01% | 414 |
|
|
2018
Q4 | $12.9K | Sell |
1,566
-646
| -29% | -$5.34K | ﹤0.01% | 425 |
|
|
2018
Q3 | $51.2K | Buy |
2,212
+650
| +42% | +$15K | 0.02% | 259 |
|
|
2018
Q2 | $13.6K | Buy |
1,562
+5
| +0.3% | +$44 | ﹤0.01% | 492 |
|
|
2018
Q1 | $14.6K | Hold |
1,557
| – | – | 0.01% | 453 |
|
|
2017
Q4 | $14.9K | Buy |
1,557
+3
| +0.2% | +$29 | 0.01% | 478 |
|
|
2017
Q3 | $14.1K | Hold |
1,554
| – | – | 0.01% | 467 |
|
|
2017
Q2 | $13.3K | Buy |
1,554
+4
| +0.3% | +$34 | 0.01% | 471 |
|
|
2017
Q1 | $13.2K | Buy |
+1,550
| New | +$13.2K | 0.01% | 432 |
|