CAPTRUST Financial Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,294
| Closed | -$25K | – | 3437 |
|
|
2022
Q2 | $25K | Hold |
1,294
| – | – | ﹤0.01% | 3248 |
|
|
2022
Q1 | $32K | Hold |
1,294
| – | – | ﹤0.01% | 3104 |
|
|
2021
Q4 | $35K | Buy |
1,294
+3
| +0.2% | +$81 | ﹤0.01% | 2923 |
|
|
2021
Q3 | $36K | Buy |
1,291
+2
| +0.2% | +$56 | ﹤0.01% | 2794 |
|
|
2021
Q2 | $40K | Buy |
1,289
+3
| +0.2% | +$93 | ﹤0.01% | 2654 |
|
|
2021
Q1 | $41K | Buy |
+1,286
| New | +$41K | ﹤0.01% | 2558 |
|