KMS Financial Services’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
2013
Q4
Sell
-23,070
Closed -$733K 544
2013
Q3
$733K Buy
23,070
+1,440
+7% +$45.8K 0.18% 142
2013
Q2
$583K Buy
+21,630
New +$583K 0.16% 155