CX Institutional’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Sell |
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|
2025
Q2 | $178K | Sell |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $853K | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $855K | Sell |
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|
2020
Q2 | $579K | Buy |
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|
2020
Q1 | $321K | Buy |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $200K | Buy |
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|
2019
Q2 | $188K | Buy |
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|
2019
Q1 | $127K | Buy |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $51K | Buy |
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|
2018
Q2 | $19K | Buy |
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