Johnson Financial Group LLC (Colorado)’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 | $237K | Hold |
18,781
| – | – | 0.02% | 69 |
|
2025
Q1 | $198K | Hold |
18,781
| – | – | 0.02% | 97 |
|
2024
Q4 | $217K | Sell |
18,781
-34,411
| -65% | -$398K | 0.03% | 47 |
|
2024
Q3 | $745K | Hold |
53,192
| – | – | 0.09% | 25 |
|
2024
Q2 | $719K | Hold |
53,192
| – | – | 0.09% | 21 |
|
2024
Q1 | $753K | Sell |
53,192
-191
| -0.4% | -$2.7K | 0.1% | 25 |
|
2023
Q4 | $853K | Buy |
+53,383
| New | +$853K | 0.11% | 31 |
|