Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $103K | Sell |
2,568
-93
| -3% | -$3.73K | 0.02% | 396 |
|
|
2023
Q1 | $108K | Sell |
2,661
-111
| -4% | -$4.49K | 0.02% | 337 |
|
|
2022
Q4 | $106K | Sell |
2,772
-295
| -10% | -$11.3K | 0.02% | 334 |
|
|
2022
Q3 | $148K | Sell |
3,067
-292
| -9% | -$14.1K | 0.03% | 238 |
|
|
2022
Q2 | $154K | Buy |
3,359
+332
| +11% | +$15.2K | 0.03% | 236 |
|
|
2022
Q1 | $197K | Buy |
3,027
+192
| +7% | +$12.5K | 0.04% | 223 |
|
|
2021
Q4 | $202K | Buy |
2,835
+491
| +21% | +$35K | 0.04% | 201 |
|
|
2021
Q3 | $181K | Buy |
2,344
+814
| +53% | +$62.9K | 0.04% | 199 |
|
|
2021
Q2 | $143K | Buy |
1,530
+859
| +128% | +$80.3K | 0.03% | 225 |
|
|
2021
Q1 | $66K | Buy |
671
+471
| +236% | +$46.3K | 0.02% | 306 |
|
|
2020
Q4 | $21K | Buy |
+200
| New | +$21K | 0.01% | 414 |
|
|
2015
Q1 | – | Sell |
-70
| Closed | -$2K | – | 607 |
|
|
2014
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 542 |
|
|
2014
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 556 |
|
|
2014
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 532 |
|
|
2014
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 528 |
|
|
2013
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 534 |
|
|
2013
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 531 |
|
|
2013
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 532 |
|