Accel Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,385
| Closed | -$99K | – | 959 |
|
|
2021
Q4 | $99K | Sell |
1,385
-120
| -8% | -$8.58K | 0.05% | 261 |
|
|
2021
Q3 | $116K | Sell |
1,505
-465
| -24% | -$35.8K | 0.07% | 201 |
|
|
2021
Q2 | $184K | Sell |
1,970
-40
| -2% | -$3.74K | 0.12% | 164 |
|
|
2021
Q1 | $198K | Buy |
+2,010
| New | +$198K | 0.16% | 136 |
|