GPS Wealth Strategies Group’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 | $6.25K | Sell |
314
-41
| -12% | -$816 | ﹤0.01% | 1141 |
|
|
2025
Q1 | $5.59K | Buy |
355
+4
| +1% | +$63 | ﹤0.01% | 1126 |
|
|
2024
Q4 | $7.03K | Buy |
351
+1
| +0.3% | +$20 | ﹤0.01% | 1025 |
|
|
2024
Q3 | $7.01K | Buy |
350
+1
| +0.3% | +$20 | ﹤0.01% | 1026 |
|
|
2024
Q2 | $7.04K | Buy |
349
+1
| +0.3% | +$20 | ﹤0.01% | 992 |
|
|
2024
Q1 | $8.03K | Buy |
348
+1
| +0.3% | +$23 | ﹤0.01% | 905 |
|
|
2023
Q4 | $10.3K | Sell |
347
-49
| -12% | -$1.46K | ﹤0.01% | 832 |
|
|
2023
Q3 | $12.5K | Buy |
396
+43
| +12% | +$1.35K | ﹤0.01% | 799 |
|
|
2023
Q2 | $14.2K | Buy |
353
+1
| +0.3% | +$40 | ﹤0.01% | 769 |
|
|
2023
Q1 | $14.2K | Buy |
+352
| New | +$14.2K | ﹤0.01% | 766 |
|
|
2022
Q4 | – | Sell |
-348
| Closed | -$17K | – | 795 |
|
|
2022
Q3 | $17K | Buy |
348
+1
| +0.3% | +$49 | ﹤0.01% | 656 |
|
|
2022
Q2 | $16K | Buy |
347
+151
| +77% | +$6.96K | ﹤0.01% | 670 |
|
|
2022
Q1 | $13K | Buy |
196
+46
| +31% | +$3.05K | ﹤0.01% | 676 |
|
|
2021
Q4 | $11K | Buy |
150
+50
| +50% | +$3.67K | ﹤0.01% | 718 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 767 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 759 |
|
|
2021
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 687 |
|