Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99K | Hold |
100
| – | – | ﹤0.01% | 2320 |
|
|
2025
Q1 | $1.57K | Hold |
100
| – | – | ﹤0.01% | 1931 |
|
|
2024
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1838 |
|
|
2024
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1836 |
|
|
2024
Q2 | $2.02K | Hold |
100
| – | – | ﹤0.01% | 1815 |
|
|
2024
Q1 | $2.16K | Hold |
100
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q4 | $2.97K | Sell |
100
-100
| -50% | -$2.97K | ﹤0.01% | 1237 |
|
|
2023
Q3 | $6.29K | Buy |
200
+100
| +100% | +$3.14K | ﹤0.01% | 1190 |
|
|
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% | 1009 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 977 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 958 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 973 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 809 |
|
|
2021
Q1 | $10K | Buy |
100
+10
| +11% | +$1K | ﹤0.01% | 782 |
|
|
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 | +$2K | ﹤0.01% | 732 |
|