Envestnet Portfolio Solutions’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 | $1.4M | Sell |
70,530
-12,810
| -15% | -$255K | 0.01% | 677 |
|
|
2025
Q1 | $1.31M | Buy |
83,340
+3,919
| +5% | +$61.7K | 0.01% | 722 |
|
|
2024
Q4 | $1.59M | Buy |
79,421
+7,406
| +10% | +$148K | 0.01% | 753 |
|
|
2024
Q3 | $1.44M | Sell |
72,015
-30,350
| -30% | -$608K | ﹤0.01% | 776 |
|
|
2024
Q2 | $2.06M | Buy |
102,365
+1,131
| +1% | +$22.8K | 0.01% | 626 |
|
|
2024
Q1 | $2.33M | Buy |
101,234
+18,441
| +22% | +$425K | 0.01% | 583 |
|
|
2023
Q4 | $2.46M | Buy |
82,793
+30,383
| +58% | +$903K | 0.01% | 534 |
|
|
2023
Q3 | $1.65M | Buy |
+52,410
| New | +$1.65M | 0.01% | 606 |
|