Global Retirement Partners’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 | $5.1K | Buy |
+256
| New | +$5.1K | ﹤0.01% | 2900 |
|
|
2024
Q4 | $5.11K | Buy |
+256
| New | +$5.11K | ﹤0.01% | 2670 |
|
|
2024
Q3 | – | Sell |
-434
| Closed | -$8.75K | – | 3601 |
|
|
2024
Q2 | $8.75K | Buy |
434
+1
| +0.2% | +$20 | ﹤0.01% | 2370 |
|
|
2024
Q1 | $9.98K | Buy |
433
+428
| +8,560% | +$9.87K | ﹤0.01% | 2125 |
|
|
2023
Q4 | $121 | Buy |
+5
| New | +$121 | ﹤0.01% | 3263 |
|
|
2018
Q1 | – | Sell |
-208
| Closed | -$5K | – | 1525 |
|
|
2017
Q4 | $5K | Buy |
+208
| New | +$5K | ﹤0.01% | 1118 |
|