JFG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $301K | Hold |
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|
2021
Q2 | $363K | Sell |
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|
2021
Q1 | $543K | Sell |
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|
2020
Q4 | $692K | Hold |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $339K | Buy |
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