Allworth Financial’s Invesco Global Clean Energy ETF PBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52K | Buy |
+200
| New | +$2.52K | ﹤0.01% | 3593 |
|
|
2025
Q1 | – | Sell |
-3,653
| Closed | -$42K | – | 4138 |
|
|
2024
Q4 | $42K | Hold |
3,653
| – | – | ﹤0.01% | 1655 |
|
|
2024
Q3 | $51.2K | Hold |
3,653
| – | – | ﹤0.01% | 1398 |
|
|
2024
Q2 | $50.8K | Hold |
3,653
| – | – | ﹤0.01% | 1384 |
|
|
2024
Q1 | $51.7K | Hold |
3,653
| – | – | ﹤0.01% | 1291 |
|
|
2023
Q4 | $58.3K | Hold |
3,653
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q3 | $56.2K | Hold |
3,653
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q2 | $69K | Hold |
3,653
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q1 | $72K | Hold |
3,653
| – | – | ﹤0.01% | 957 |
|
|
2022
Q4 | $67.1K | Hold |
3,653
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $70K | Hold |
3,653
| – | – | ﹤0.01% | 868 |
|
|
2022
Q2 | $72K | Buy |
+3,653
| New | +$72K | ﹤0.01% | 798 |
|
|
2021
Q4 | – | Sell |
-211
| Closed | -$6K | – | 2074 |
|
|
2021
Q3 | $6K | Hold |
211
| – | – | ﹤0.01% | 1486 |
|
|
2021
Q2 | $7K | Buy |
211
+1
| +0.5% | +$33 | ﹤0.01% | 1133 |
|
|
2021
Q1 | $7K | Hold |
210
| – | – | ﹤0.01% | 1065 |
|
|
2020
Q4 | $7K | Buy |
+210
| New | +$7K | ﹤0.01% | 920 |
|
|
2020
Q2 | – | Sell |
-112
| Closed | -$1K | – | 1324 |
|
|
2020
Q1 | $1K | Hold |
112
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q4 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 928 |
|