Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60
| Closed | -$1.78K | – | 1721 |
|
|
2023
Q4 | $1.78K | Hold |
60
| – | – | ﹤0.01% | 1445 |
|
|
2023
Q3 | $1.89K | Sell |
60
-44
| -42% | -$1.38K | ﹤0.01% | 1350 |
|
|
2023
Q2 | $4.15K | Buy |
104
+61
| +142% | +$2.44K | ﹤0.01% | 1214 |
|
|
2023
Q1 | $1.75K | Hold |
43
| – | – | ﹤0.01% | 1269 |
|
|
2022
Q4 | $1.64K | Buy |
43
+1
| +2% | +$38 | ﹤0.01% | 1171 |
|
|
2022
Q3 | $2K | Sell |
42
-63
| -60% | -$3K | ﹤0.01% | 1178 |
|
|
2022
Q2 | $5K | Buy |
105
+1
| +1% | +$48 | ﹤0.01% | 1008 |
|
|
2022
Q1 | $7K | Hold |
104
| – | – | ﹤0.01% | 989 |
|
|
2021
Q4 | $7K | Buy |
104
+86
| +478% | +$5.79K | ﹤0.01% | 964 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1371 |
|
|
2021
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 1338 |
|
|
2021
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1227 |
|