Evolution 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
Q1 | – | Sell |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $996K | Sell |
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|
2023
Q1 | $1.01M | Hold |
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|
2022
Q4 | $953K | Hold |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $4.96M | Buy |
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|
2021
Q4 | $5.08K | Sell |
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|
2021
Q3 | $5.62M | Buy |
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|
2021
Q2 | $6.7M | Sell |
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|
2021
Q1 | $7.36M | Buy |
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|
2020
Q4 | $7.39M | Buy |
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|
2020
Q3 | $4.27M | Buy |
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