Medallion Wealth Advisors, LLC’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio PBW Stock Details PBW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$822	Hold
2025 Q4	$794	Hold
2025 Q3	$750	Hold
2025 Q2	$522	Buy
2025 Q1	$318	Sell
2024 Q4	$740	Buy