Lenox Wealth Advisors’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 | $1K | Hold |
11
| – | – | ﹤0.01% | 728 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 890 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 688 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 677 |
|
|
2021
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 655 |
|
|
2020
Q1 | – | Sell |
-109
| Closed | -$4K | – | 896 |
|
|
2019
Q4 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 514 |
|