Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-74
| Closed | -$1.17K | – | 1306 |
|
|
2025
Q1 | $1.17K | Hold |
74
| – | – | ﹤0.01% | 1111 |
|
|
2024
Q4 | $1.48K | Hold |
74
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q3 | $1.48K | Hold |
74
| – | – | ﹤0.01% | 1061 |
|
|
2024
Q2 | $1.49K | Hold |
74
| – | – | ﹤0.01% | 1072 |
|
|
2024
Q1 | $1.71K | Hold |
74
| – | – | ﹤0.01% | 1045 |
|
|
2023
Q4 | $2.26K | Hold |
74
| – | – | ﹤0.01% | 1146 |
|
|
2023
Q3 | $2.33K | Hold |
74
| – | – | ﹤0.01% | 1061 |
|
|
2023
Q2 | $2.97K | Hold |
74
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q1 | $2.99K | Buy |
+74
| New | +$2.99K | ﹤0.01% | 955 |
|
|
2021
Q4 | – | Sell |
-310
| Closed | -$23.9K | – | 738 |
|
|
2021
Q3 | $23.9K | Hold |
310
| – | – | ﹤0.01% | 618 |
|
|
2021
Q2 | $28.9K | Hold |
310
| – | – | ﹤0.01% | 592 |
|
|
2021
Q1 | $30.5K | Hold |
310
| – | – | ﹤0.01% | 612 |
|
|
2020
Q4 | $32.1K | Buy |
+310
| New | +$32.1K | ﹤0.01% | 601 |
|