Contravisory Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-334
| Closed | -$7K | – | 335 |
|
|
2018
Q4 | $7K | Sell |
334
-28
| -8% | -$587 | ﹤0.01% | 254 |
|
|
2018
Q3 | $9K | Hold |
362
| – | – | ﹤0.01% | 241 |
|
|
2018
Q2 | $9K | Hold |
362
| – | – | ﹤0.01% | 271 |
|
|
2018
Q1 | $9K | Buy |
+362
| New | +$9K | ﹤0.01% | 271 |
|
|
2014
Q3 | – | Sell |
-12,851
| Closed | -$443K | – | 165 |
|
|
2014
Q2 | $443K | Buy |
12,851
+789
| +7% | +$27.2K | 0.09% | 50 |
|
|
2014
Q1 | $427K | Buy |
+12,062
| New | +$427K | 0.08% | 48 |
|