Harbor Investment Advisory’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
2023
Q1
Sell
-28
Closed -$1.07K 1357
2022
Q4
$1.07K Hold
28
﹤0.01% 1250
2022
Q3
$1K Hold
28
﹤0.01% 1291
2022
Q2
$1K Buy
28
+16
+133% +$571 ﹤0.01% 1303
2022
Q1
$1K Buy
+12
New +$1K ﹤0.01% 1302
2021
Q4
Sell
-78
Closed -$6K 1343
2021
Q3
$6K Sell
78
-40
-34% -$3.08K ﹤0.01% 1135
2021
Q2
$11K Buy
118
+18
+18% +$1.68K ﹤0.01% 998
2021
Q1
$10K Buy
100
+18
+22% +$1.8K ﹤0.01% 986
2020
Q4
$8K Buy
82
+80
+4,000% +$7.81K ﹤0.01% 956
2020
Q3
$0 Buy
+2
New ﹤0.01% 1206