BWM
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Bernard Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bernard Wealth Management’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$240 Sell
12
-8
-40% -$160 ﹤0.01% 296
2025
Q1 		$315 Hold
20
– – ﹤0.01% 372
2024
Q4 		$401 Buy
+20
New +$401 ﹤0.01% 303