Cassady Schiller Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-94
| Closed | -$2.95K | – | 452 |
|
|
2023
Q3 | $2.95K | Hold |
94
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $3.77K | Hold |
94
| – | – | ﹤0.01% | 398 |
|
|
2023
Q1 | $3.8K | Hold |
94
| – | – | ﹤0.01% | 373 |
|
|
2022
Q4 | $3.6K | Buy |
+94
| New | +$3.6K | ﹤0.01% | 386 |
|
|
2022
Q1 | – | Sell |
-94
| Closed | -$7K | – | 453 |
|
|
2021
Q4 | $7K | Buy |
+94
| New | +$7K | ﹤0.01% | 338 |
|