BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,076
| Closed | -$72K | – | 55 |
|
|
2014
Q2 | $72K | Hold |
2,076
| – | – | 0.06% | 50 |
|
|
2014
Q1 | $73K | Sell |
2,076
-270
| -12% | -$9.49K | 0.06% | 50 |
|
|
2013
Q4 | $75K | Hold |
2,346
| – | – | 0.06% | 50 |
|
|
2013
Q3 | $74K | Hold |
2,346
| – | – | 0.06% | 46 |
|
|
2013
Q2 | $63K | Buy |
+2,346
| New | +$63K | 0.06% | 47 |
|