High Net Worth Advisory Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30
| Closed | -$1.15K | – | 460 |
|
|
2022
Q4 | $1.15K | Hold |
30
| – | – | ﹤0.01% | 590 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 664 |
|
|
2022
Q2 | $1K | Sell |
30
-47
| -61% | -$1.57K | ﹤0.01% | 656 |
|
|
2022
Q1 | $5K | Hold |
77
| – | – | ﹤0.01% | 594 |
|
|
2021
Q4 | $5K | Buy |
+77
| New | +$5K | ﹤0.01% | 605 |
|