MAI Capital Management’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
Q3 | $227K | Buy |
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|
2025
Q2 | $106K | Sell |
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|
2025
Q1 | $103K | Sell |
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|
2024
Q4 | $134K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $283K | Buy |
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