KCM Investment Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-9,650
Closed -$629K 411
2022
Q1
$629K Sell
9,650
-6,370
-40% -$415K 0.02% 255
2021
Q4
$1.14M Buy
16,020
+4,820
+43% +$344K 0.04% 210
2021
Q3
$865K Buy
+11,200
New +$865K 0.03% 217