Ameritas Advisory Services’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 | $105K | Sell |
8,369
-28,948
| -78% | -$365K | 0.01% | 968 |
|
|
2025
Q1 | $393K | Sell |
37,317
-42,363
| -53% | -$447K | 0.02% | 625 |
|
|
2024
Q4 | $922K | Sell |
79,680
-100,873
| -56% | -$1.17M | 0.03% | 441 |
|
|
2024
Q3 | $2.53M | Sell |
180,553
-95,030
| -34% | -$1.33M | 0.11% | 185 |
|
|
2024
Q2 | $3.73M | Buy |
275,583
+22,934
| +9% | +$310K | 0.14% | 151 |
|
|
2024
Q1 | $3.57M | Buy |
252,649
+40,162
| +19% | +$568K | 0.15% | 139 |
|
|
2023
Q4 | $3.39M | Sell |
212,487
-55
| -0% | -$878 | 0.19% | 114 |
|
|
2023
Q3 | $3.27M | Buy |
+212,542
| New | +$3.27M | 0.16% | 125 |
|
|
2023
Q2 | – | Sell |
-196,510
| Closed | -$3.73M | – | 1943 |
|
|
2023
Q1 | $3.73M | Buy |
196,510
+8,872
| +5% | +$168K | 0.19% | 105 |
|
|
2022
Q4 | $3.45M | Buy |
187,638
+5,883
| +3% | +$108K | 0.16% | 125 |
|
|
2022
Q3 | $3.46M | Buy |
181,755
+5,591
| +3% | +$107K | 0.21% | 105 |
|
|
2022
Q2 | $3.45M | Buy |
176,164
+10,769
| +7% | +$211K | 0.2% | 112 |
|
|
2022
Q1 | $4.1M | Buy |
165,395
+24,711
| +18% | +$613K | 0.15% | 106 |
|
|
2021
Q4 | $3.78M | Buy |
+140,684
| New | +$3.78M | 0.14% | 125 |
|