Annapolis Financial Services’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
Q3 | $31.5K | Hold |
1,572
| – | – | 0.01% | 190 |
|
|
2024
Q2 | $31.7K | Hold |
1,572
| – | – | 0.01% | 183 |
|
|
2024
Q1 | $36.2K | Hold |
1,572
| – | – | 0.01% | 170 |
|
|
2023
Q4 | $46.7K | Hold |
1,572
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $49.4K | Hold |
1,572
| – | – | 0.01% | 188 |
|
|
2023
Q2 | $63.1K | Hold |
1,572
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $63.5K | Hold |
1,572
| – | – | 0.02% | 159 |
|
|
2022
Q4 | $60.3K | Hold |
1,572
| – | – | 0.02% | 163 |
|
|
2022
Q3 | $76K | Hold |
1,572
| – | – | 0.03% | 151 |
|
|
2022
Q2 | $72K | Hold |
1,572
| – | – | 0.03% | 156 |
|
|
2022
Q1 | $102K | Hold |
1,572
| – | – | 0.03% | 140 |
|
|
2021
Q4 | $112K | Buy |
+1,572
| New | +$112K | 0.03% | 140 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$10K | – | 453 |
|
|
2021
Q1 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 254 |
|