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Livelsberger Financial Advisory’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Livelsberger Financial Advisory’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4
Closed -$119 – 150
2023
Q4 		$119 Buy
+4
New +$110 ﹤0.01% 450

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A
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CS
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D.E. Shaw & Co
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Livelsberger Financial Advisory's PBW Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2024, closing a stake of 4 shares — an estimated $119 sold.

Livelsberger Financial Advisory first reported a position in PBW in Q4 2023 and held it in 1 quarter. The position peaked at $119 in Q4 2023. 146 funds tracked by Wall St. Rank hold PBW as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 4 Invesco WilderHill Clean Energy ETF shares in Q1 2024, an estimated $119.
  • Livelsberger Financial Advisory first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Invesco WilderHill Clean Energy ETF position peaked at $119 in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.