Kestra Advisory Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $89.5K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $531K | Sell |
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|
2021
Q3 | $731K | Buy |
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|
2021
Q2 | $815K | Sell |
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|
2021
Q1 | $902K | Buy |
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|
2020
Q4 | $816K | Buy |
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|
2020
Q3 | $367K | Buy |
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