Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8
| Closed | – | – | 987 |
|
|
2022
Q1 | $0 | Sell |
8
-50
| -86% | – | ﹤0.01% | 1015 |
|
|
2021
Q4 | $4K | Hold |
58
| – | – | ﹤0.01% | 725 |
|
|
2021
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 699 |
|
|
2021
Q2 | $5K | Buy |
58
+50
| +625% | +$4.31K | ﹤0.01% | 665 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 760 |
|