Caldwell Trust’s Invesco Global Clean Energy ETF PBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-474
|
|
||||
|
2024
Q4 | $5.48K | Hold |
474
|
|
||||
|
2024
Q3 | $6.64K | Hold |
474
|
|
||||
|
2024
Q2 | $6.41K | Hold |
474
|
|
||||
|
2024
Q1 | $6.71K | Hold |
474
|
|
||||
|
2023
Q4 | $7.57K | Hold |
474
|
|
||||
|
2023
Q3 | $7.29K | Hold |
474
|
|
||||
|
2023
Q2 | $8.96K | Hold |
474
|
|
||||
|
2023
Q1 | $9.34K | Hold |
474
|
|
||||
|
2022
Q4 | $8.7K | Hold |
474
|
|
||||
|
2022
Q3 | $9.03K | Hold |
474
|
|
||||
|
2022
Q2 | $9.29K | Hold |
474
|
|
||||
|
2022
Q1 | $11.8K | Hold |
474
|
|
||||
|
2021
Q4 | $12.7K | Hold |
474
|
|
||||
|
2021
Q3 | $13.2K | Hold |
474
|
|
||||
|
2021
Q2 | $14.7K | Buy |
+474
|
|