Folger Nolan Fleming Douglas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,284
| Closed | -$45K | – | 169 |
|
|
2016
Q4 | $45K | Hold |
2,284
| – | – | 0.01% | 170 |
|
|
2016
Q3 | $45K | Buy |
+2,284
| New | +$45K | 0.01% | 170 |
|
|
2016
Q2 | – | Sell |
-2,284
| Closed | -$46K | – | 171 |
|
|
2016
Q1 | $46K | Hold |
2,284
| – | – | 0.01% | 168 |
|
|
2015
Q4 | $54K | Hold |
2,284
| – | – | 0.01% | 167 |
|
|
2015
Q3 | $47K | Buy |
+2,284
| New | +$47K | 0.01% | 167 |
|
|
2014
Q4 | – | Sell |
-1,204
| Closed | -$38K | – | 178 |
|
|
2014
Q3 | $38K | Buy |
+1,204
| New | +$38K | 0.01% | 168 |
|