CJM Wealth Advisers’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
Q2 | – | Sell |
-5,712
| Closed | -$231K | – | 55 |
|
|
2023
Q1 | $231K | Sell |
5,712
-34
| -0.6% | -$1.37K | 0.13% | 52 |
|
|
2022
Q4 | $220K | Sell |
5,746
-3,817
| -40% | -$146K | 0.14% | 52 |
|
|
2022
Q3 | $461K | Sell |
9,563
-138
| -1% | -$6.65K | 0.33% | 32 |
|
|
2022
Q2 | $443K | Buy |
9,701
+1,052
| +12% | +$48.1K | 0.31% | 32 |
|
|
2022
Q1 | $563K | Sell |
8,649
-9,466
| -52% | -$617K | 0.39% | 30 |
|
|
2021
Q4 | $1.29M | Buy |
+18,115
| New | +$1.29M | 0.92% | 19 |
|