EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-268
| Closed | -$4.22K | – | 390 |
|
|
2025
Q1 | $4.22K | Sell |
268
-268
| -50% | -$4.22K | ﹤0.01% | 386 |
|
|
2024
Q4 | $10.7K | Sell |
536
-268
| -33% | -$5.36K | ﹤0.01% | 369 |
|
|
2024
Q3 | $16.1K | Buy |
+804
| New | +$16.1K | ﹤0.01% | 353 |
|
|
2024
Q2 | – | Sell |
-804
| Closed | -$18.5K | – | 378 |
|
|
2024
Q1 | $18.5K | Hold |
804
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $19.4K | Hold |
804
| – | – | 0.01% | 349 |
|
|
2023
Q3 | $25.3K | Hold |
804
| – | – | 0.01% | 329 |
|
|
2023
Q2 | $32.3K | Hold |
804
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $32.5K | Buy |
804
+125
| +18% | +$5.05K | 0.01% | 314 |
|
|
2022
Q4 | $26K | Hold |
679
| – | – | 0.01% | 297 |
|
|
2022
Q3 | $33K | Buy |
+679
| New | +$33K | 0.01% | 281 |
|
|
2022
Q2 | – | Sell |
-679
| Closed | -$44K | – | 345 |
|
|
2022
Q1 | $44K | Buy |
+679
| New | +$44K | 0.02% | 299 |
|