Bartlett & 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
Q4 | $2K | Hold |
74
| – | – | ﹤0.01% | 1161 |
|
|
2023
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q2 | $3K | Hold |
74
| – | – | ﹤0.01% | 1039 |
|
|
2023
Q1 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 951 |
|
|
2021
Q4 | – | Sell |
-310
| Closed | -$24K | – | 738 |
|
|
2021
Q3 | $24K | Hold |
310
| – | – | ﹤0.01% | 615 |
|
|
2021
Q2 | $29K | Hold |
310
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $31K | Hold |
310
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $32K | Buy |
+310
| New | +$32K | ﹤0.01% | 600 |
|