Kings Point Capital Management’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
Q1 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 516 |
|
|
2016
Q4 | – | Sell |
-1,400
| Closed | -$27K | – | 312 |
|
|
2016
Q3 | $27K | Hold |
1,400
| – | – | 0.01% | 233 |
|
|
2016
Q2 | $27K | Hold |
1,400
| – | – | 0.01% | 240 |
|
|
2016
Q1 | $28K | Hold |
1,400
| – | – | 0.01% | 232 |
|
|
2015
Q4 | $33K | Buy |
+1,400
| New | +$33K | 0.01% | 254 |
|