Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $479K | Sell |
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|
2025
Q3 | $458K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $408K | Sell |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $536K | Buy |
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $204K | Buy |
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