Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,349
| Closed | -$218K | – | 761 |
|
|
2022
Q1 | $218K | Sell |
3,349
-7,576
| -69% | -$493K | 0.01% | 663 |
|
|
2021
Q4 | $261K | Buy |
10,925
+489
| +5% | +$11.7K | 0.02% | 658 |
|
|
2021
Q3 | $806K | Buy |
10,436
+199
| +2% | +$15.4K | 0.05% | 363 |
|
|
2021
Q2 | $954K | Buy |
10,237
+1,494
| +17% | +$139K | 0.06% | 319 |
|
|
2021
Q1 | $860K | Buy |
+8,743
| New | +$860K | 0.06% | 346 |
|