B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,100
| Closed | -$207K | – | 458 |
|
|
2021
Q1 | $207K | Hold |
2,100
| – | – | 0.02% | 368 |
|
|
2020
Q4 | $217K | Buy |
+2,100
| New | +$217K | 0.03% | 324 |
|
|
2020
Q2 | – | Sell |
-13,638
| Closed | -$366K | – | 523 |
|
|
2020
Q1 | $366K | Buy |
+13,638
| New | +$366K | 0.04% | 323 |
|
|
2014
Q2 | – | Sell |
-80
| Closed | -$3K | – | 1148 |
|
|
2014
Q1 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 968 |
|