Wilbanks Smith & Thomas Asset 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
2023
Q4
Sell
-14,666
Closed -$214K 525
2023
Q3
$214K Buy
14,666
+132
+0.9% +$1.93K 0.01% 471
2023
Q2
$267K Buy
14,534
+2,746
+23% +$50.5K 0.01% 437
2023
Q1
$233K Buy
11,788
+25
+0.2% +$495 0.01% 457
2022
Q4
$233K Buy
+11,763
New +$233K 0.01% 441