Laidlaw Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,185
| Closed | -$303K | – | 218 |
|
|
2023
Q4 | $303K | Sell |
10,185
-5,046
| -33% | -$150K | 0.11% | 184 |
|
|
2023
Q3 | $479K | Sell |
15,231
-1,849
| -11% | -$58.1K | 0.16% | 153 |
|
|
2023
Q2 | $685K | Buy |
17,080
+2,825
| +20% | +$113K | 0.13% | 161 |
|
|
2023
Q1 | $576K | Buy |
14,255
+1,782
| +14% | +$72K | 0.12% | 189 |
|
|
2022
Q4 | $478K | Buy |
+12,473
| New | +$478K | 0.1% | 199 |
|