Bartlett & Co Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.17K | Hold |
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|
2024
Q4 | $1.48K | Hold |
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|
2024
Q3 | $1.48K | Hold |
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|
2024
Q2 | $1.49K | Hold |
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|
2024
Q1 | $1.71K | Hold |
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|
2023
Q4 | $2.26K | Hold |
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|
2023
Q3 | $2.33K | Hold |
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|
2023
Q2 | $2.97K | Hold |
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|
2023
Q1 | $2.99K | Buy |
|
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $23.9K | Hold |
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|
2021
Q2 | $28.9K | Hold |
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|
2021
Q1 | $30.5K | Hold |
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|
2020
Q4 | $32.1K | Buy |
|