BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-95
| Closed | -$3.84K | – | 1021 |
|
|
2023
Q1 | $3.84K | Hold |
95
| – | – | ﹤0.01% | 732 |
|
|
2022
Q4 | $3.64K | Hold |
95
| – | – | ﹤0.01% | 714 |
|
|
2022
Q3 | $5K | Hold |
95
| – | – | ﹤0.01% | 685 |
|
|
2022
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 741 |
|
|
2022
Q1 | $6K | Hold |
95
| – | – | ﹤0.01% | 701 |
|
|
2021
Q4 | $7K | Hold |
95
| – | – | ﹤0.01% | 729 |
|
|
2021
Q3 | $7K | Hold |
95
| – | – | ﹤0.01% | 701 |
|
|
2021
Q2 | $9K | Hold |
95
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $9K | Hold |
95
| – | – | ﹤0.01% | 595 |
|
|
2020
Q4 | $10K | Sell |
95
-1,000
| -91% | -$105K | ﹤0.01% | 574 |
|
|
2020
Q3 | $67K | Buy |
1,095
+1,000
| +1,053% | +$61.2K | 0.01% | 306 |
|
|
2020
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 666 |
|
|
2020
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 681 |
|
|
2019
Q4 | $3K | Hold |
95
| – | – | ﹤0.01% | 716 |
|
|
2019
Q3 | $3K | Hold |
95
| – | – | ﹤0.01% | 611 |
|
|
2019
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 643 |
|
|
2019
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 642 |
|
|
2018
Q4 | $2K | Hold |
95
| – | – | ﹤0.01% | 620 |
|
|
2018
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 590 |
|
|
2018
Q2 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 609 |
|