Brandywine Oak Private Wealth’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
2022
Q1
Sell
-101,948
Closed -$7.32M 353
2021
Q4
$7.32M Buy
101,948
+19,969
+24% +$1.43M 0.8% 26
2021
Q3
$6.69M Buy
81,979
+1,960
+2% +$160K 0.78% 24
2021
Q2
$7.46M Buy
+80,019
New +$7.46M 0.87% 24