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Ground Swell Capital’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Ground Swell Capital’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,501
Closed -$410K – 130
2022
Q3 		$410K Buy
+8,501
New +$463K 1.17% 20

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Ground Swell Capital's PBW Position: Q4 2022 in Review

Ground Swell Capital sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2022, closing a stake of 8,501 shares — an estimated $410K sold.

Ground Swell Capital first reported a position in PBW in Q3 2022 and held it in 1 quarter. The position peaked at $410K in Q3 2022. 188 funds tracked by Wall St. Rank hold PBW as of Q4 2022.

  • Ground Swell Capital reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Ground Swell Capital sold 8,501 Invesco WilderHill Clean Energy ETF shares in Q4 2022, an estimated $410K.
  • Ground Swell Capital first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2022 and held it in 1 quarter.
  • Ground Swell Capital's Invesco WilderHill Clean Energy ETF position peaked at $410K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2022.

Based on Ground Swell Capital's 13F filing for Q4 2022, filed 14 Feb 2023.