Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Sell |
735
-2,992
| -80% | -$36.6K | ﹤0.01% | 4361 |
|
|
2025
Q1 | $39K | Buy |
3,727
+6
| +0.2% | +$63 | ﹤0.01% | 3186 |
|
|
2024
Q4 | $43K | Sell |
3,721
-2,104
| -36% | -$24.3K | ﹤0.01% | 2917 |
|
|
2024
Q3 | $82K | Buy |
5,825
+4
| +0.1% | +$56 | ﹤0.01% | 2330 |
|
|
2024
Q2 | $79K | Buy |
5,821
+80
| +1% | +$1.09K | ﹤0.01% | 2143 |
|
|
2024
Q1 | $81K | Buy |
5,741
+3,000
| +109% | +$42.3K | ﹤0.01% | 2004 |
|
|
2023
Q4 | $44K | Buy |
2,741
+2,114
| +337% | +$33.9K | ﹤0.01% | 2248 |
|
|
2023
Q3 | $10K | Buy |
627
+1
| +0.2% | +$16 | ﹤0.01% | 3140 |
|
|
2023
Q2 | $12K | Buy |
626
+5
| +0.8% | +$96 | ﹤0.01% | 2983 |
|
|
2023
Q1 | $12K | Buy |
621
+138
| +29% | +$2.67K | ﹤0.01% | 2856 |
|
|
2022
Q4 | $9K | Buy |
483
+7
| +1% | +$130 | ﹤0.01% | 2871 |
|
|
2022
Q3 | $9K | Buy |
476
+2
| +0.4% | +$38 | ﹤0.01% | 2762 |
|
|
2022
Q2 | $9K | Buy |
474
+3
| +0.6% | +$57 | ﹤0.01% | 2653 |
|
|
2022
Q1 | $12K | Buy |
471
+1
| +0.2% | +$25 | ﹤0.01% | 2379 |
|
|
2021
Q4 | $13K | Buy |
+470
| New | +$13K | ﹤0.01% | 2209 |
|
|
2021
Q2 | $15K | Hold |
470
| – | – | ﹤0.01% | 1925 |
|
|
2021
Q1 | $15K | Hold |
470
| – | – | ﹤0.01% | 1925 |
|
|
2020
Q4 | $15K | Hold |
470
| – | – | ﹤0.01% | 1925 |
|
|
2020
Q3 | $15K | Hold |
470
| – | – | ﹤0.01% | 1925 |
|
|
2020
Q2 | $15K | Hold |
470
| – | – | ﹤0.01% | 1925 |
|
|
2020
Q1 | $15K | Hold |
470
| – | – | ﹤0.01% | 1925 |
|
|
2019
Q4 | $15K | Hold |
470
| – | – | ﹤0.01% | 1925 |
|
|
2019
Q3 | $15K | Hold |
470
| – | – | ﹤0.01% | 1925 |
|
|
2019
Q2 | $15K | Hold |
470
| – | – | ﹤0.01% | 1925 |
|
|
2019
Q1 | $15K | Buy |
+470
| New | +$15K | ﹤0.01% | 1925 |
|