JFS Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.5K | Hold |
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|
2025
Q2 | $13.8K | Sell |
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|
2025
Q1 | $14.4K | Sell |
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|
2024
Q4 | $28.2K | Buy |
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|
2024
Q3 | $34.1K | Buy |
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|
2024
Q2 | $32.8K | Sell |
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|
2024
Q1 | $79.1K | Sell |
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $742K | Buy |
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|
2023
Q2 | $852K | Buy |
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|
2023
Q1 | $827K | Buy |
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|
2022
Q4 | $769K | Sell |
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|
2022
Q3 | $871K | Sell |
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|
2022
Q2 | $897K | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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