Instrumental Wealth’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
2024 Q1	–	Sell	-46,458	Closed	-$1.12M	–	44
2023 Q4	$1.12M	Buy	46,458 +9,735	+27%	+$234K	1.21%	16
2023 Q3	$1.1M	Buy	36,723 +13,313	+57%	+$401K	1.29%	14
2023 Q2	$1.01M	Buy	+23,410	New	+$1.01M	1.21%	13