Guardian Wealth Advisors (North Carolina)’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
2024 Q4	–	Sell	-300	Closed	-$6.01K	–	528
2024 Q3	$6.01K	Buy	300 +50	+20%	+$1K	﹤0.01%	400
2024 Q2	$5.04K	Hold	250	–	–	﹤0.01%	390
2024 Q1	$5.76K	Buy	250 +25	+11%	+$576	﹤0.01%	398
2023 Q4	$6.69K	Buy	+225	New	+$6.69K	﹤0.01%	390