IFP Advisors’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5339 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5145 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4961 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4718 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4511 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4275 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4127 |
|
|
2019
Q1 | – | Sell |
-70
| Closed | -$2K | – | 3846 |
|
|
2018
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 3192 |
|
|
2018
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 3586 |
|
|
2018
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 3625 |
|
|
2018
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 3586 |
|
|
2017
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 3586 |
|
|
2017
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 3797 |
|
|
2017
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 3783 |
|
|
2017
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 3705 |
|
|
2016
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 3683 |
|
|
2016
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 3642 |
|
|
2016
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 3535 |
|
|
2016
Q1 | – | Sell |
-70
| Closed | -$1K | – | 3869 |
|
|
2015
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 3615 |
|