Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19K | Hold |
160
| – | – | ﹤0.01% | 536 |
|
|
2025
Q1 | $2.52K | Hold |
160
| – | – | ﹤0.01% | 575 |
|
|
2024
Q4 | $3.2K | Hold |
160
| – | – | ﹤0.01% | 507 |
|
|
2024
Q3 | $3.21K | Hold |
160
| – | – | ﹤0.01% | 480 |
|
|
2024
Q2 | $3.22K | Hold |
160
| – | – | ﹤0.01% | 477 |
|
|
2024
Q1 | $3.69K | Hold |
160
| – | – | ﹤0.01% | 490 |
|
|
2023
Q4 | $4.76K | Hold |
160
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $5.03K | Hold |
160
| – | – | ﹤0.01% | 419 |
|
|
2023
Q2 | $6.42K | Hold |
160
| – | – | ﹤0.01% | 430 |
|
|
2023
Q1 | $6.47K | Hold |
160
| – | – | ﹤0.01% | 398 |
|
|
2022
Q4 | $6.13K | Hold |
160
| – | – | ﹤0.01% | 399 |
|
|
2022
Q3 | $8K | Hold |
160
| – | – | ﹤0.01% | 381 |
|
|
2022
Q2 | $7K | Hold |
160
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $10K | Hold |
160
| – | – | ﹤0.01% | 369 |
|
|
2021
Q4 | $11K | Hold |
160
| – | – | ﹤0.01% | 371 |
|
|
2021
Q3 | $12K | Hold |
160
| – | – | ﹤0.01% | 343 |
|
|
2021
Q2 | $15K | Hold |
160
| – | – | ﹤0.01% | 327 |
|
|
2021
Q1 | $16K | Hold |
160
| – | – | ﹤0.01% | 328 |
|
|
2020
Q4 | $17K | Hold |
160
| – | – | ﹤0.01% | 305 |
|
|
2020
Q3 | $10K | Hold |
160
| – | – | ﹤0.01% | 307 |
|
|
2020
Q2 | $7K | Hold |
160
| – | – | ﹤0.01% | 339 |
|
|
2020
Q1 | $4K | Hold |
160
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 372 |
|