Ameritas Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.92K | Hold |
197
| – | – | ﹤0.01% | 3125 |
|
2025
Q1 | $3.1K | Hold |
197
| – | – | ﹤0.01% | 3041 |
|
2024
Q4 | $3.94K | Hold |
197
| – | – | ﹤0.01% | 3056 |
|
2024
Q3 | $3.95K | Hold |
197
| – | – | ﹤0.01% | 3067 |
|
2024
Q2 | $3.97K | Hold |
197
| – | – | ﹤0.01% | 3053 |
|
2024
Q1 | $4.54K | Hold |
197
| – | – | ﹤0.01% | 2962 |
|
2023
Q4 | $5.86K | Hold |
197
| – | – | ﹤0.01% | 2950 |
|
2023
Q3 | $6.19K | Hold |
197
| – | – | ﹤0.01% | 2949 |
|
2023
Q2 | $7.9K | Hold |
197
| – | – | ﹤0.01% | 2971 |
|
2023
Q1 | $7.96K | Hold |
197
| – | – | ﹤0.01% | 2787 |
|
2022
Q4 | $7.55K | Hold |
197
| – | – | ﹤0.01% | 2865 |
|
2022
Q3 | $9K | Hold |
197
| – | – | ﹤0.01% | 2830 |
|
2022
Q2 | $9K | Hold |
197
| – | – | ﹤0.01% | 2864 |
|
2022
Q1 | $12K | Hold |
197
| – | – | ﹤0.01% | 2743 |
|
2021
Q4 | $14K | Hold |
197
| – | – | ﹤0.01% | 2793 |
|
2021
Q3 | $15K | Hold |
197
| – | – | ﹤0.01% | 2824 |
|
2021
Q2 | $18K | Hold |
197
| – | – | ﹤0.01% | 2792 |
|
2021
Q1 | $19K | Sell |
197
-35
| -15% | -$3.38K | ﹤0.01% | 2594 |
|
2020
Q4 | $23K | Hold |
232
| – | – | ﹤0.01% | 2405 |
|
2020
Q3 | $14K | Hold |
232
| – | – | ﹤0.01% | 2562 |
|
2020
Q2 | $9K | Hold |
232
| – | – | ﹤0.01% | 2777 |
|
2020
Q1 | $6K | Hold |
232
| – | – | ﹤0.01% | 2760 |
|
2019
Q4 | $7K | Hold |
232
| – | – | ﹤0.01% | 2843 |
|
2019
Q3 | $6K | Hold |
232
| – | – | ﹤0.01% | 2901 |
|
2019
Q2 | $6K | Hold |
232
| – | – | ﹤0.01% | 2924 |
|
2019
Q1 | $6K | Hold |
232
| – | – | ﹤0.01% | 2828 |
|
2018
Q4 | $4K | Hold |
232
| – | – | ﹤0.01% | 2889 |
|
2018
Q3 | $5K | Hold |
232
| – | – | ﹤0.01% | 2947 |
|
2018
Q2 | $5K | Hold |
232
| – | – | ﹤0.01% | 2941 |
|
2018
Q1 | $5K | Hold |
232
| – | – | ﹤0.01% | 2863 |
|
2017
Q4 | $35K | Buy |
+232
| New | +$35K | ﹤0.01% | 2124 |
|
2017
Q3 | – | Sell |
-232
| Closed | -$5K | – | 2993 |
|
2017
Q2 | $5K | Hold |
232
| – | – | ﹤0.01% | 2934 |
|
2017
Q1 | $4K | Hold |
232
| – | – | ﹤0.01% | 2875 |
|
2016
Q4 | $4K | Hold |
232
| – | – | ﹤0.01% | 1233 |
|
2016
Q3 | $4K | Hold |
232
| – | – | ﹤0.01% | 1221 |
|
2016
Q2 | $4K | Hold |
232
| – | – | ﹤0.01% | 1153 |
|
2016
Q1 | $4K | Hold |
232
| – | – | ﹤0.01% | 1161 |
|
2015
Q4 | $5K | Buy |
232
+35
| +18% | +$754 | ﹤0.01% | 1155 |
|
2015
Q3 | $4K | Hold |
197
| – | – | ﹤0.01% | 1106 |
|
2015
Q2 | $5K | Hold |
197
| – | – | ﹤0.01% | 1156 |
|
2015
Q1 | $5K | Buy |
197
+24
| +14% | +$609 | ﹤0.01% | 1196 |
|
2014
Q4 | $4K | Buy |
+173
| New | +$4K | ﹤0.01% | 1170 |
|