EFS
Edelman Financial Services’s Invesco Global Clean Energy ETF PBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-64,138
| Closed | -$768K | – | 21 |
|
|
2018
Q3 | $768K | Buy |
64,138
+4,060
| +7% | +$48.6K | 0.01% | 27 |
|
|
2018
Q2 | $710K | Buy |
60,078
+2,769
| +5% | +$32.7K | 0.01% | 27 |
|
|
2018
Q1 | $738K | Buy |
57,309
+2,636
| +5% | +$33.9K | 0.01% | 27 |
|
|
2017
Q4 | $718K | Buy |
54,673
+356
| +0.7% | +$4.68K | 0.01% | 21 |
|
|
2017
Q3 | $688K | Buy |
54,317
+1,706
| +3% | +$21.6K | 0.01% | 21 |
|
|
2017
Q2 | $627K | Buy |
52,611
+1,232
| +2% | +$14.7K | 0.01% | 21 |
|
|
2017
Q1 | $574K | Buy |
51,379
+6,501
| +14% | +$72.6K | 0.01% | 16 |
|
|
2016
Q4 | $467K | Buy |
44,878
+4,885
| +12% | +$50.8K | 0.01% | 17 |
|
|
2016
Q3 | $445K | Buy |
39,993
+1,526
| +4% | +$17K | 0.01% | 17 |
|
|
2016
Q2 | $409K | Buy |
38,467
+163
| +0.4% | +$1.73K | 0.01% | 17 |
|
|
2016
Q1 | $415K | Buy |
38,304
+2,092
| +6% | +$22.7K | 0.01% | 18 |
|
|
2015
Q4 | $414K | Buy |
36,212
+353
| +1% | +$4.04K | 0.01% | 19 |
|
|
2015
Q3 | $380K | Buy |
35,859
+2,199
| +7% | +$23.3K | 0.01% | 18 |
|
|
2015
Q2 | $428K | Sell |
33,660
-949
| -3% | -$12.1K | 0.01% | 19 |
|
|
2015
Q1 | $435K | Buy |
34,609
+818
| +2% | +$10.3K | 0.01% | 19 |
|
|
2014
Q4 | $389K | Buy |
33,791
+5,006
| +17% | +$57.6K | 0.01% | 18 |
|
|
2014
Q3 | $371K | Sell |
28,785
-84
| -0.3% | -$1.08K | 0.01% | 18 |
|
|
2014
Q2 | $402K | Buy |
28,869
+2,562
| +10% | +$35.7K | 0.01% | 17 |
|
|
2014
Q1 | $355K | Buy |
26,307
+5,633
| +27% | +$76K | 0.01% | 18 |
|
|
2013
Q4 | $250K | Sell |
20,674
-1,476
| -7% | -$17.8K | 0.01% | 18 |
|
|
2013
Q3 | $254K | Sell |
22,150
-1,096
| -5% | -$12.6K | 0.01% | 20 |
|
|
2013
Q2 | $227K | Buy |
+23,246
| New | +$227K | 0.01% | 20 |
|