Clarus Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-208
| Closed | -$6K | – | 432 |
|
|
2019
Q2 | $6K | Hold |
208
| – | – | ﹤0.01% | 476 |
|
|
2019
Q1 | $6K | Hold |
208
| – | – | ﹤0.01% | 560 |
|
|
2018
Q4 | $4K | Buy |
208
+1
| +0.5% | +$19 | 0.01% | 603 |
|
|
2018
Q3 | $5K | Buy |
207
+2
| +1% | +$48 | ﹤0.01% | 613 |
|
|
2018
Q2 | $5K | Buy |
+205
| New | +$5K | ﹤0.01% | 623 |
|