WLIM
White Lighthouse Investment Management’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 | $256K | Buy |
19,549
+4,372
| +29% | +$57.3K | 0.04% | 122 |
|
|
2025
Q1 | $173K | Sell |
15,177
-5,148
| -25% | -$58.8K | 0.03% | 133 |
|
|
2024
Q4 | $231K | Sell |
20,325
-5,677
| -22% | -$64.6K | 0.04% | 127 |
|
|
2024
Q3 | $382K | Sell |
26,002
-2,220
| -8% | -$32.6K | 0.07% | 99 |
|
|
2024
Q2 | $376K | Buy |
28,222
+5,002
| +22% | +$66.6K | 0.07% | 96 |
|
|
2024
Q1 | $325K | Sell |
23,220
-2,098
| -8% | -$29.3K | 0.07% | 102 |
|
|
2023
Q4 | $394K | Sell |
25,318
-9,062
| -26% | -$141K | 0.09% | 90 |
|
|
2023
Q3 | $503K | Sell |
34,380
-477
| -1% | -$6.97K | 0.12% | 80 |
|
|
2023
Q2 | $641K | Sell |
34,857
-2,739
| -7% | -$50.4K | 0.15% | 74 |
|
|
2023
Q1 | $744K | Sell |
37,596
-10,827
| -22% | -$214K | 0.19% | 69 |
|
|
2022
Q4 | $961K | Sell |
48,423
-896
| -2% | -$17.8K | 0.26% | 60 |
|
|
2022
Q3 | $941K | Buy |
49,319
+45
| +0.1% | +$859 | 0.27% | 57 |
|
|
2022
Q2 | $939K | Buy |
49,274
+3,803
| +8% | +$72.5K | 0.27% | 59 |
|
|
2022
Q1 | $979K | Buy |
45,471
+5,041
| +12% | +$109K | 0.25% | 62 |
|
|
2021
Q4 | $856K | Buy |
40,430
+3,794
| +10% | +$80.3K | 0.21% | 63 |
|
|
2021
Q3 | $793K | Buy |
36,636
+3,344
| +10% | +$72.4K | 0.21% | 64 |
|
|
2021
Q2 | $781K | Sell |
33,292
-1,725
| -5% | -$40.5K | 0.21% | 65 |
|
|
2021
Q1 | $851K | Sell |
35,017
-4,075
| -10% | -$99K | 0.26% | 61 |
|
|
2020
Q4 | $1.1M | Buy |
39,092
+354
| +0.9% | +$10K | 0.35% | 56 |
|
|
2020
Q3 | $716K | Buy |
38,738
+508
| +1% | +$9.39K | 0.25% | 66 |
|
|
2020
Q2 | $479K | Sell |
38,230
-2,525
| -6% | -$31.6K | 0.18% | 78 |
|
|
2020
Q1 | $389K | Buy |
40,755
+16,195
| +66% | +$155K | 0.16% | 83 |
|
|
2019
Q4 | $289K | Buy |
24,560
+12,030
| +96% | +$142K | 0.11% | 110 |
|
|
2019
Q3 | $137K | Hold |
12,530
| – | – | 0.06% | 129 |
|
|
2019
Q2 | $133K | Buy |
12,530
+1,270
| +11% | +$13.5K | 0.06% | 125 |
|
|
2019
Q1 | $110K | Buy |
+11,260
| New | +$110K | 0.05% | 120 |
|