Costello Asset 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
2021
Q3
Sell
-150
Closed -$14K 239
2021
Q2
$14K Sell
150
-75
-33% -$7K 0.01% 160
2021
Q1
$22K Buy
225
+5
+2% +$489 0.02% 152
2020
Q4
$23K Buy
220
+155
+238% +$16.2K 0.02% 143
2020
Q3
$4K Buy
+65
New +$4K ﹤0.01% 202