DWM
Dakota Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,700
| Closed | -$142K | – | 64 |
|
|
2017
Q1 | $142K | Hold |
12,700
| – | – | 0.08% | 62 |
|
|
2016
Q4 | $132K | Hold |
12,700
| – | – | 0.09% | 51 |
|
|
2016
Q3 | $141K | Hold |
12,700
| – | – | 0.09% | 53 |
|
|
2016
Q2 | $135K | Hold |
12,700
| – | – | 0.09% | 52 |
|
|
2016
Q1 | $138K | Hold |
12,700
| – | – | 0.1% | 51 |
|
|
2015
Q4 | $145K | Hold |
12,700
| – | – | 0.1% | 53 |
|
|
2015
Q3 | $134K | Hold |
12,700
| – | – | 0.09% | 50 |
|
|
2015
Q2 | $162K | Hold |
12,700
| – | – | 0.1% | 57 |
|
|
2015
Q1 | $160K | Hold |
12,700
| – | – | 0.1% | 60 |
|
|
2014
Q4 | $145K | Buy |
+12,700
| New | +$145K | 0.09% | 59 |
|