Arax Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-152
| Closed | -$10K | – | 1213 |
|
|
2022
Q1 | $10K | Buy |
152
+1
| +0.7% | +$66 | ﹤0.01% | 659 |
|
|
2021
Q4 | $11K | Hold |
151
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $12K | Buy |
151
+1
| +0.7% | +$79 | ﹤0.01% | 620 |
|
|
2021
Q2 | $14K | Buy |
+150
| New | +$14K | ﹤0.01% | 620 |
|
|
2020
Q4 | $16K | Buy |
+150
| New | +$16K | ﹤0.01% | 521 |
|