BAM
Baldrige Asset Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $9K | Hold |
227
| – | – | ﹤0.01% | 268 |
|
|
2022
Q4 | $9K | Hold |
227
| – | – | ﹤0.01% | 252 |
|
|
2022
Q3 | $11K | Hold |
227
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $10K | Hold |
227
| – | – | ﹤0.01% | 253 |
|
|
2022
Q1 | $15K | Hold |
227
| – | – | 0.01% | 252 |
|
|
2021
Q4 | $16K | Hold |
227
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $18K | Hold |
227
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $21K | Buy |
+227
| New | +$21K | 0.01% | 233 |
|