Harel Insurance Investments & Financial Services’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
Q1 | – | Sell |
-49
| Closed | -$1K | – | 535 |
|
|
2024
Q4 | $1K | Hold |
49
| – | – | ﹤0.01% | 466 |
|
|
2024
Q3 | $1K | Sell |
49
-223,200
| -100% | -$4.56M | ﹤0.01% | 489 |
|
|
2024
Q2 | $4.5M | Hold |
223,249
| – | – | 0.08% | 82 |
|
|
2024
Q1 | $5.15M | Hold |
223,249
| – | – | 0.1% | 74 |
|
|
2023
Q4 | $6.64M | Sell |
223,249
-449
| -0.2% | -$13.3K | 0.12% | 84 |
|
|
2023
Q3 | $7.03M | Buy |
223,698
+245
| +0.1% | +$7.7K | 0.14% | 80 |
|
|
2023
Q2 | $8.97M | Sell |
223,453
-7,777
| -3% | -$312K | 0.22% | 55 |
|
|
2023
Q1 | $9.34M | Buy |
231,230
+198
| +0.1% | +$8K | 0.19% | 73 |
|
|
2022
Q4 | $8.86M | Sell |
231,032
-271
| -0.1% | -$10.4K | 0.19% | 66 |
|
|
2022
Q3 | $11.1M | Sell |
231,303
-618
| -0.3% | -$29.8K | 0.27% | 69 |
|
|
2022
Q2 | $10.6M | Sell |
231,921
-1,575
| -0.7% | -$72K | 0.22% | 74 |
|
|
2022
Q1 | $15.2M | Buy |
233,496
+225,959
| +2,998% | +$14.7M | 0.25% | 78 |
|
|
2021
Q4 | $538K | Buy |
7,537
+262
| +4% | +$18.7K | 0.01% | 258 |
|
|
2021
Q3 | $562K | Buy |
7,275
+1,377
| +23% | +$106K | 0.01% | 221 |
|
|
2021
Q2 | $549K | Buy |
5,898
+736
| +14% | +$68.5K | 0.01% | 436 |
|
|
2021
Q1 | $508K | Buy |
+5,162
| New | +$508K | 0.01% | 494 |
|