Harel Insurance Investments & Financial Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-49	Closed	-$1K	–	535
2024 Q4	$1K	Hold	49	–	–	﹤0.01%	467
2024 Q3	$1K	Sell	49 -223,200	-100%	-$4.45M	﹤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	$6.63M	Sell	223,249 -449	-0.2%	-$12.4K	0.12%	84
2023 Q3	$7.03M	Buy	223,698 +245	+0.1%	+$9.26K	0.14%	80
2023 Q2	$8.96M	Sell	223,453 -7,777	-3%	-$290K	0.22%	55
2023 Q1	$9.34M	Buy	231,230 +198	+0.1%	+$8.33K	0.19%	73
2022 Q4	$8.86M	Sell	231,032 -271	-0.1%	-$12.1K	0.19%	66
2022 Q3	$11.1M	Sell	231,303 -618	-0.3%	-$33.7K	0.27%	69
2022 Q2	$10.6M	Sell	231,921 -1,575	-0.7%	-$82.7K	0.22%	74
2022 Q1	$15.2M	Buy	233,496 +225,959	+2,998%	+$13.5M	0.25%	78
2021 Q4	$538K	Buy	7,537 +262	+4%	+$21.4K	0.01%	258
2021 Q3	$562K	Buy	7,275 +1,377	+23%	+$113K	0.01%	221
2021 Q2	$549K	Buy	5,898 +736	+14%	+$63.7K	0.01%	436
2021 Q1	$508K	Buy	+5,162	New	+$590K	0.01%	494