CIBC Private Wealth Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,449
| Closed | -$49K | – | 3132 |
|
|
2024
Q3 | $49K | Buy |
2,449
+1
| +0% | +$20 | ﹤0.01% | 1783 |
|
|
2024
Q2 | $50.8K | Buy |
2,448
+3
| +0.1% | +$62 | ﹤0.01% | 1669 |
|
|
2024
Q1 | $56.3K | Buy |
+2,445
| New | +$56.3K | ﹤0.01% | 1625 |
|
|
2021
Q3 | – | Sell |
-3,872
| Closed | -$361K | – | 1001 |
|
|
2021
Q2 | $361K | Sell |
3,872
-432
| -10% | -$40.3K | ﹤0.01% | 864 |
|
|
2021
Q1 | $423K | Buy |
+4,304
| New | +$423K | ﹤0.01% | 837 |
|
|
2018
Q3 | – | Sell |
-480
| Closed | -$12K | – | 1488 |
|
|
2018
Q2 | $12K | Hold |
480
| – | – | ﹤0.01% | 1522 |
|
|
2018
Q1 | $12K | Hold |
480
| – | – | ﹤0.01% | 1493 |
|
|
2017
Q4 | $12K | Buy |
+480
| New | +$12K | ﹤0.01% | 1512 |
|