Bank Julius Baer & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27
| Closed | -$1K | – | 559 |
|
|
2023
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 559 |
|
|
2021
Q1 | – | Sell |
-996
| Closed | -$103K | – | 873 |
|
|
2020
Q4 | $103K | Buy |
996
+11
| +1% | +$1.14K | ﹤0.01% | 623 |
|
|
2020
Q3 | $60K | Buy |
985
+26
| +3% | +$1.58K | ﹤0.01% | 589 |
|
|
2020
Q2 | $39K | Sell |
959
-29
| -3% | -$1.18K | ﹤0.01% | 583 |
|
|
2020
Q1 | $26K | Buy |
+988
| New | +$26K | ﹤0.01% | 573 |
|