JFS Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Sell |
1,095
-267
| -20% | -$3.37K | ﹤0.01% | 762 |
|
|
2025
Q1 | $14.4K | Sell |
1,362
-1,072
| -44% | -$11.3K | ﹤0.01% | 762 |
|
|
2024
Q4 | $28.2K | Buy |
2,434
+3
| +0.1% | +$35 | ﹤0.01% | 562 |
|
|
2024
Q3 | $34.1K | Buy |
2,431
+3
| +0.1% | +$42 | ﹤0.01% | 530 |
|
|
2024
Q2 | $32.8K | Sell |
2,428
-3,163
| -57% | -$42.8K | ﹤0.01% | 495 |
|
|
2024
Q1 | $79.1K | Sell |
5,591
-31,106
| -85% | -$440K | 0.01% | 360 |
|
|
2023
Q4 | $586K | Sell |
36,697
-11,555
| -24% | -$185K | 0.05% | 137 |
|
|
2023
Q3 | $742K | Buy |
48,252
+3,198
| +7% | +$49.2K | 0.07% | 125 |
|
|
2023
Q2 | $852K | Buy |
45,054
+3,100
| +7% | +$58.6K | 0.08% | 120 |
|
|
2023
Q1 | $827K | Buy |
41,954
+56
| +0.1% | +$1.1K | 0.08% | 121 |
|
|
2022
Q4 | $769K | Sell |
41,898
-3,798
| -8% | -$69.7K | 0.08% | 123 |
|
|
2022
Q3 | $871K | Sell |
45,696
-58
| -0.1% | -$1.11K | 0.1% | 113 |
|
|
2022
Q2 | $897K | Sell |
45,754
-491
| -1% | -$9.63K | 0.09% | 110 |
|
|
2022
Q1 | $1.15M | Sell |
46,245
-4,522
| -9% | -$112K | 0.11% | 107 |
|
|
2021
Q4 | $1.36M | Buy |
50,767
+1,071
| +2% | +$28.7K | 0.13% | 104 |
|
|
2021
Q3 | $1.39M | Buy |
+49,696
| New | +$1.39M | 0.14% | 99 |
|