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 |
|