Alpine Woods Capital Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $434K | Hold |
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|
2022
Q2 | $411K | Hold |
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|
2022
Q1 | $586K | Hold |
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|
2021
Q4 | $643K | Hold |
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|
2021
Q3 | $695K | Hold |
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|
2021
Q2 | $839K | Hold |
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|
2021
Q1 | $886K | Hold |
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|
2020
Q4 | $931K | Hold |
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|
2020
Q3 | $547K | Hold |
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|
2020
Q2 | $366K | Hold |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $308K | Sell |
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|
2019
Q3 | $408K | Hold |
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|
2019
Q2 | $416K | Hold |
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|
2019
Q1 | $375K | Hold |
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|
2018
Q4 | $299K | Buy |
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