All Season Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,551
| Closed | -$254K | – | 117 |
|
|
2023
Q4 | $254K | Buy |
+8,551
| New | +$254K | 0.22% | 94 |
|
|
2023
Q3 | – | Sell |
-5,443
| Closed | -$218K | – | 105 |
|
|
2023
Q2 | $218K | Buy |
+5,443
| New | +$218K | 0.2% | 92 |
|
|
2022
Q3 | – | Sell |
-14,469
| Closed | -$661K | – | 129 |
|
|
2022
Q2 | $661K | Buy |
+14,469
| New | +$661K | 0.57% | 38 |
|