B. Riley Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,239
| Closed | -$225K | – | 1592 |
|
|
2022
Q4 | $225K | Sell |
12,239
-175
| -1% | -$3.21K | 0.01% | 1194 |
|
|
2022
Q3 | $237K | Buy |
12,414
+183
| +1% | +$3.49K | 0.01% | 1145 |
|
|
2022
Q2 | $240K | Buy |
12,231
+23
| +0.2% | +$451 | 0.01% | 967 |
|
|
2022
Q1 | $303K | Sell |
12,208
-126
| -1% | -$3.13K | 0.01% | 1002 |
|
|
2021
Q4 | $331K | Sell |
12,334
-14,480
| -54% | -$389K | 0.01% | 1017 |
|
|
2021
Q3 | $748K | Hold |
26,814
| – | – | 0.02% | 619 |
|
|
2021
Q2 | $831K | Buy |
26,814
+5,861
| +28% | +$182K | 0.03% | 582 |
|
|
2021
Q1 | $671K | Buy |
+20,953
| New | +$671K | 0.02% | 605 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$23 | – | 1549 |
|
|
2014
Q4 | $23 | Buy |
+2,000
| New | +$23 | ﹤0.01% | 2478 |
|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$27.9K | – | 1511 |
|
|
2014
Q2 | $27.9K | Buy |
+2,000
| New | +$27.9K | 0.01% | 1310 |
|