Avior Wealth Management’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
Q2 | – | Sell |
-148
| Closed | -$3.41K | – | 3295 |
|
|
2024
Q1 | $3.41K | Buy |
148
+102
| +222% | +$2.35K | ﹤0.01% | 2176 |
|
|
2023
Q4 | $1.39K | Sell |
46
-31
| -40% | -$935 | ﹤0.01% | 1345 |
|
|
2023
Q3 | $2.45K | Hold |
77
| – | – | ﹤0.01% | 1361 |
|
|
2023
Q2 | $3.1K | Buy |
77
+1
| +1% | +$40 | ﹤0.01% | 1292 |
|
|
2023
Q1 | $3.1K | Buy |
76
+1
| +1% | +$41 | ﹤0.01% | 1332 |
|
|
2022
Q4 | $2.91K | Buy |
75
+31
| +70% | +$1.2K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $2K | Buy |
44
+1
| +2% | +$45 | ﹤0.01% | 1043 |
|
|
2022
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 954 |
|
|
2022
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 993 |
|
|
2021
Q4 | $3K | Sell |
43
-43
| -50% | -$3K | ﹤0.01% | 945 |
|
|
2021
Q3 | $6K | Buy |
+86
| New | +$6K | ﹤0.01% | 835 |
|