Beaumont Financial Advisors’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
2021 Q1	–	Sell	-77,969	Closed	-$8.06M	–	358
2020 Q4	$8.06M	Buy	77,969 +1,400	+2%	+$145K	0.72%	48
2020 Q3	$4.65M	Buy	+76,569	New	+$4.65M	0.44%	67