Elwood & Goetz Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
+17,316
| New | +$345K | 0.07% | 80 |
|
|
2023
Q3 | – | Sell |
-7,372
| Closed | -$296K | – | 80 |
|
|
2023
Q2 | $296K | Buy |
7,372
+74
| +1% | +$2.97K | 0.07% | 54 |
|
|
2023
Q1 | $295K | Buy |
7,298
+583
| +9% | +$23.6K | 0.07% | 55 |
|
|
2022
Q4 | $257K | Buy |
6,715
+257
| +4% | +$9.85K | 0.08% | 55 |
|
|
2022
Q3 | $311K | Buy |
6,458
+9
| +0.1% | +$433 | 0.11% | 50 |
|
|
2022
Q2 | $295K | Sell |
6,449
-122
| -2% | -$5.58K | 0.1% | 49 |
|
|
2022
Q1 | $428K | Buy |
6,571
+236
| +4% | +$15.4K | 0.13% | 44 |
|
|
2021
Q4 | $452K | Buy |
6,335
+788
| +14% | +$56.2K | 0.14% | 41 |
|
|
2021
Q3 | $428K | Buy |
5,547
+1,912
| +53% | +$148K | 0.15% | 37 |
|
|
2021
Q2 | $339K | Buy |
3,635
+196
| +6% | +$18.3K | 0.13% | 38 |
|
|
2021
Q1 | $338K | Sell |
3,439
-621
| -15% | -$61K | 0.14% | 37 |
|
|
2020
Q4 | $420K | Sell |
4,060
-495
| -11% | -$51.2K | 0.19% | 31 |
|
|
2020
Q3 | $277K | Sell |
4,555
-1,962
| -30% | -$119K | 0.15% | 33 |
|
|
2020
Q2 | $265K | Buy |
+6,517
| New | +$265K | 0.16% | 33 |
|
|
2020
Q1 | – | Sell |
-5,965
| Closed | -$204K | – | 33 |
|
|
2019
Q4 | $204K | Buy |
+5,965
| New | +$204K | 0.15% | 30 |
|