AE Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199 | Sell |
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|
2025
Q1 | $9.33K | Sell |
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|
2024
Q4 | $26.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.2M | Sell |
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|
2021
Q3 | $2.79M | Buy |
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|
2021
Q2 | $3.2M | Buy |
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|
2021
Q1 | $3.32M | Buy |
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|
2020
Q4 | $2.89M | Sell |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q2 | $1.09M | Buy |
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