Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $231K | Sell |
|
|||||
|
2021
Q3 | $254K | Hold |
|
|||||
|
2021
Q2 | $307K | Hold |
|
|||||
|
2021
Q1 | $324K | Buy |
|
|||||
|
2020
Q4 | $205K | Hold |
|
|||||
|
2020
Q3 | $120K | Hold |
|
|||||
|
2020
Q2 | $80K | Hold |
|
|||||
|
2020
Q1 | $53K | Buy |
|
|||||
|
2019
Q4 | $27K | Hold |
|
|||||
|
2019
Q3 | $23K | Hold |
|
|||||
|
2019
Q2 | $23K | Hold |
|
|||||
|
2019
Q1 | $21K | Hold |
|
|||||
|
2018
Q4 | $18K | Hold |
|
|||||
|
2018
Q3 | $19K | Buy |
|