Endurance Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3K | Sell |
75
-100
| -57% | -$4K | ﹤0.01% | 578 |
|
|
2023
Q1 | $7K | Hold |
175
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $7K | Hold |
175
| – | – | ﹤0.01% | 505 |
|
|
2022
Q3 | $8K | Hold |
175
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $8K | Hold |
175
| – | – | ﹤0.01% | 503 |
|
|
2022
Q1 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 507 |
|
|
2015
Q3 | – | Sell |
-40
| Closed | -$1K | – | 531 |
|
|
2015
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 512 |
|