IHT Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,365
| Closed | -$294K | – | 1015 |
|
|
2023
Q3 | $294K | Buy |
9,365
+1,699
| +22% | +$53.4K | 0.01% | 740 |
|
|
2023
Q2 | $308K | Buy |
7,666
+866
| +13% | +$34.7K | 0.02% | 718 |
|
|
2023
Q1 | $275K | Sell |
6,800
-66
| -1% | -$2.67K | 0.02% | 729 |
|
|
2022
Q4 | $263K | Sell |
6,866
-182
| -3% | -$6.98K | 0.02% | 704 |
|
|
2022
Q3 | $340K | Buy |
7,048
+1,426
| +25% | +$68.8K | 0.03% | 580 |
|
|
2022
Q2 | $257K | Sell |
5,622
-443
| -7% | -$20.3K | 0.02% | 579 |
|
|
2022
Q1 | $395K | Sell |
6,065
-642
| -10% | -$41.8K | 0.03% | 488 |
|
|
2021
Q4 | $479K | Sell |
6,707
-1,119
| -14% | -$79.9K | 0.04% | 451 |
|
|
2021
Q3 | $604K | Sell |
7,826
-14,959
| -66% | -$1.15M | 0.05% | 367 |
|
|
2021
Q2 | $2.12M | Buy |
+22,785
| New | +$2.12M | 0.13% | 159 |
|