Aptus Capital Advisors’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
Q1 | – | Sell |
-140
| Closed | -$2.8K | – | 1477 |
|
|
2024
Q4 | $2.8K | Sell |
140
-160
| -53% | -$3.2K | ﹤0.01% | 1356 |
|
|
2024
Q3 | $6.01K | Buy |
300
+50
| +20% | +$1K | ﹤0.01% | 1133 |
|
|
2024
Q2 | $5.04K | Hold |
250
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q1 | $5.76K | Buy |
250
+25
| +11% | +$576 | ﹤0.01% | 1068 |
|
|
2023
Q4 | $6.69K | Buy |
+225
| New | +$6.69K | ﹤0.01% | 821 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$9K | – | 560 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 486 |
|
|
2021
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 443 |
|
|
2020
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2020
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 409 |
|