Fortis Group Advisors’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
$2.65K Hold
133
﹤0.01% 431
2025
Q1
$2.09K Hold
133
﹤0.01% 408
2024
Q4
$2.66K Hold
133
﹤0.01% 412
2024
Q3
$2.66K Hold
133
﹤0.01% 407
2024
Q2
$2.68K Hold
133
﹤0.01% 402
2024
Q1
$3.07K Sell
133
-133
-50% -$3.07K ﹤0.01% 413
2023
Q4
$7.91K Buy
266
+133
+100% +$3.95K ﹤0.01% 321
2023
Q3
$4.18K Buy
+133
New +$4.18K ﹤0.01% 305
2020
Q3
$8K Buy
+133
New +$8K ﹤0.01% 305