HM Payson & Co’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
Q3 | $29K | Hold |
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|
2025
Q2 | $20K | Hold |
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|
2025
Q1 | $15.8K | Hold |
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|
2024
Q4 | $20.1K | Sell |
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|
2024
Q3 | $39.5K | Hold |
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|
2024
Q2 | $39.8K | Hold |
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|
2024
Q1 | $45.5K | Hold |
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|
2023
Q4 | $58.7K | Hold |
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|
2023
Q3 | $62K | Hold |
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|
2023
Q2 | $79.2K | Hold |
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|
2023
Q1 | $79.8K | Hold |
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|
2022
Q4 | $75.7K | Hold |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | $138K | Hold |
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|
2021
Q3 | $149K | Hold |
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|
2021
Q2 | $180K | Sell |
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|
2021
Q1 | $194K | Buy |
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|
2020
Q4 | $200K | Hold |
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|
2020
Q3 | $118K | Hold |
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|
2020
Q2 | $79K | Hold |
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|
2020
Q1 | $52K | Hold |
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|
2019
Q4 | $66K | Hold |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $57K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $47K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $51K | Buy |
|