EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
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|
2025
Q1 | $119K | Sell |
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|
2024
Q4 | $159K | Sell |
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|
2024
Q3 | $182K | Sell |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $604K | Sell |
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|
2023
Q1 | $3.24M | Buy |
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|
2022
Q4 | $559K | Sell |
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|
2022
Q3 | $711K | Buy |
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|
2022
Q2 | $650K | Hold |
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|
2022
Q1 | $927K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $2.81M | Buy |
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|
2020
Q4 | $2.95M | Sell |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $750K | Sell |
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|
2019
Q4 | $981K | Buy |
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|
2019
Q3 | $826K | Buy |
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|
2019
Q2 | $805K | Buy |
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