Lugano Financial Advisors SA (LFA)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $78.7K | Hold |
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|
2024
Q4 | $100K | Hold |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $115K | Hold |
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|
2023
Q4 | $149K | Hold |
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|
2023
Q3 | $157K | Hold |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $202K | Hold |
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|
2022
Q4 | $192K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $327K | Hold |
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|
2021
Q4 | $357K | Hold |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $492K | Hold |
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|
2020
Q4 | $517K | Hold |
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|
2020
Q3 | $284K | Buy |
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