Elwood & Goetz Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $406K | Sell |
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|
2025
Q4 | $408K | Sell |
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|
2025
Q3 | $492K | Sell |
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|
2025
Q2 | $345K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $338K | Sell |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $277K | Sell |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
|