Clearstead Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.16K | Hold |
100
| – | – | ﹤0.01% | 1805 |
|
|
2025
Q4 | $3.05K | Hold |
100
| – | – | ﹤0.01% | 2096 |
|
|
2025
Q3 | $2.89K | Hold |
100
| – | – | ﹤0.01% | 2344 |
|
|
2025
Q2 | $1.99K | Hold |
100
| – | – | ﹤0.01% | 2325 |
|
|
2025
Q1 | $1.57K | Hold |
100
| – | – | ﹤0.01% | 1935 |
|
|
2024
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1841 |
|
|
2024
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1839 |
|
|
2024
Q2 | $2.02K | Hold |
100
| – | – | ﹤0.01% | 1816 |
|
|
2024
Q1 | $2.16K | Hold |
100
| – | – | ﹤0.01% | 1298 |
|
|
2023
Q4 | $2.97K | Sell |
100
-100
| -50% | -$2.76K | ﹤0.01% | 1239 |
|
|
2023
Q3 | $6.29K | Buy |
200
+100
| +100% | +$3.78K | ﹤0.01% | 1191 |
|
|
2023
Q2 | $4.01K | Hold |
100
| – | – | ﹤0.01% | 1071 |
|
|
2023
Q1 | $4.04K | Hold |
100
| – | – | ﹤0.01% | 1044 |
|
|
2022
Q4 | $3.83K | Hold |
100
| – | – | ﹤0.01% | 1010 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 979 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 962 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 976 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 810 |
|
|
2021
Q1 | $10K | Buy |
100
+10
| +11% | +$1.14K | ﹤0.01% | 783 |
|
|
2020
Q4 | $9K | Hold |
90
| – | – | ﹤0.01% | 736 |
|
|
2020
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 742 |
|
|
2020
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 687 |
|
|
2020
Q1 | $2K | Buy |
+90
| New | +$3.18K | ﹤0.01% | 733 |
|
Other funds holding PBW
IA
A
