Collaborative Wealth Management’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
2022
Q3
Sell
-9,809
Closed -$448K 181
2022
Q2
$448K Buy
+9,809
New +$448K 0.29% 96
2021
Q4
$800K Buy
+11,202
New +$800K 0.44% 73
2021
Q1
$702K Buy
+10,782
New +$702K 0.4% 86