Global Retirement Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$4.47K Sell
147
-109
-43% -$3.47K ﹤0.01% 3476
2025
Q3
$7.41K Hold
256
﹤0.01% 2823
2025
Q2
$5.1K Buy
+256
New +$4.41K ﹤0.01% 2904
2024
Q4
$5.11K Buy
+256
New +$5.22K ﹤0.01% 2671
2024
Q3
Sell
-434
Closed -$8.74K 3608
2024
Q2
$8.74K Buy
434
+1
+0.2% +$22 ﹤0.01% 2372
2024
Q1
$9.98K Buy
433
+428
+8,560% +$10.3K ﹤0.01% 2125
2023
Q4
$121 Buy
+5
New +$138 ﹤0.01% 3264
2018
Q1
Sell
-208
Closed -$5K 1525
2017
Q4
$5K Buy
+208
New +$5.12K ﹤0.01% 1118

Other funds holding PBW