Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,272
| Closed | -$213K | – | 1944 |
|
|
2023
Q1 | $213K | Sell |
5,272
-1,116
| -17% | -$45.1K | ﹤0.01% | 1629 |
|
|
2022
Q4 | $245K | Buy |
6,388
+34
| +0.5% | +$1.3K | ﹤0.01% | 1472 |
|
|
2022
Q3 | $306K | Sell |
6,354
-17,324
| -73% | -$835K | 0.01% | 1279 |
|
|
2022
Q2 | $1.08M | Buy |
23,678
+2,444
| +12% | +$112K | 0.02% | 643 |
|
|
2022
Q1 | $1.38M | Buy |
+21,234
| New | +$1.38M | 0.02% | 603 |
|