Founders Financial Alliance’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
Q1 | – | Sell |
-220
| Closed | -$4.4K | – | 638 |
|
|
2024
Q4 | $4.4K | Hold |
220
| – | – | ﹤0.01% | 525 |
|
|
2024
Q3 | $4.41K | Hold |
220
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $4.43K | Hold |
220
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $5.07K | Hold |
220
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $6.54K | Hold |
220
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $6.92K | Hold |
220
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $8.83K | Buy |
+220
| New | +$8.83K | ﹤0.01% | 450 |
|
|
2023
Q1 | – | Sell |
-220
| Closed | -$8.43K | – | 479 |
|
|
2022
Q4 | $8.43K | Hold |
220
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $11K | Hold |
220
| – | – | 0.01% | 412 |
|
|
2022
Q2 | $10K | Hold |
220
| – | – | 0.01% | 435 |
|
|
2022
Q1 | $14K | Hold |
220
| – | – | 0.01% | 375 |
|
|
2021
Q4 | $16K | Hold |
220
| – | – | 0.01% | 408 |
|
|
2021
Q3 | $17K | Hold |
220
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $21K | Sell |
220
-6
| -3% | -$573 | 0.01% | 390 |
|
|
2021
Q1 | $17K | Buy |
226
+6
| +3% | +$451 | 0.01% | 383 |
|
|
2020
Q4 | $23K | Hold |
220
| – | – | 0.01% | 338 |
|
|
2020
Q3 | $15K | Buy |
+220
| New | +$15K | 0.01% | 653 |
|