GWP
Gateway Wealth Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,976
| Closed | -$661K | – | 299 |
|
|
2024
Q3 | $661K | Buy |
32,976
+3,194
| +11% | +$64K | 0.18% | 122 |
|
|
2024
Q2 | $600K | Sell |
29,782
-4,781
| -14% | -$96.3K | 0.18% | 132 |
|
|
2024
Q1 | $797K | Sell |
34,563
-8,359
| -19% | -$193K | 0.29% | 82 |
|
|
2023
Q4 | $1.28M | Buy |
+42,922
| New | +$1.28M | 0.51% | 51 |
|