Bard Financial Services’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
-9,125
Closed -$366K 278
2023
Q2
$366K Hold
9,125
0.03% 237
2023
Q1
$369K Buy
+9,125
New +$369K 0.03% 235