Focused Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-53
| Closed | -$849 | – | 679 |
|
2023
Q4 | $849 | Hold |
53
| – | – | ﹤0.01% | 842 |
|
2023
Q3 | $808 | Buy |
53
+1
| +2% | +$15 | ﹤0.01% | 836 |
|
2023
Q2 | $990 | Hold |
52
| – | – | ﹤0.01% | 831 |
|
2023
Q1 | $1.02K | Hold |
52
| – | – | ﹤0.01% | 832 |
|
2022
Q4 | $950 | Buy |
52
+1
| +2% | +$18 | ﹤0.01% | 839 |
|
2022
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 844 |
|
2022
Q2 | $1K | Sell |
51
-35
| -41% | -$686 | ﹤0.01% | 816 |
|
2022
Q1 | $2K | Hold |
86
| – | – | ﹤0.01% | 756 |
|
2021
Q4 | $2K | Buy |
86
+1
| +1% | +$23 | ﹤0.01% | 780 |
|
2021
Q3 | $2K | Sell |
85
-29
| -25% | -$682 | ﹤0.01% | 764 |
|
2021
Q2 | $4K | Hold |
114
| – | – | ﹤0.01% | 701 |
|
2021
Q1 | $4K | Buy |
+114
| New | +$4K | ﹤0.01% | 688 |
|