BTR Capital Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $860K | Buy |
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|
2021
Q3 | $777K | Buy |
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|
2021
Q2 | $812K | Sell |
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|
2021
Q1 | $950K | Buy |
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|
2020
Q4 | $961K | Hold |
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|
2020
Q3 | $565K | Sell |
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|
2020
Q2 | $421K | Hold |
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|
2020
Q1 | $278K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $138K | Buy |
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|
2017
Q2 | $114K | Hold |
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|
2017
Q1 | $105K | Sell |
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|
2016
Q4 | $132K | Hold |
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|
2016
Q3 | $132K | Sell |
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|
2016
Q2 | $144K | Hold |
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|
2016
Q1 | $153K | Sell |
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|
2015
Q4 | $185K | Buy |
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|
2015
Q3 | $144K | Buy |
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|
2015
Q2 | $150K | Buy |
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|
2015
Q1 | $66K | Buy |
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