JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $341K | Hold |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $139K | Sell |
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|
2019
Q4 | $182K | Buy |
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