Avidian Wealth Enterprises’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
Q1
Sell
-3,084
Closed -$220K 538
2021
Q4
$220K Buy
3,084
+24
+0.8% +$1.71K 0.01% 468
2021
Q3
$236K Buy
3,060
+11
+0.4% +$848 0.02% 331
2021
Q2
$284K Buy
3,049
+8
+0.3% +$745 0.02% 313
2021
Q1
$299K Buy
+3,041
New +$299K 0.03% 286