Meitav Investment House’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 |
-7,040
| Closed | -$209K | – | 321 |
|
|
2023
Q4 | $209K | Hold |
7,040
| – | – | ﹤0.01% | 326 |
|
|
2023
Q3 | $221K | Sell |
7,040
-190
| -3% | -$5.97K | ﹤0.01% | 317 |
|
|
2023
Q2 | $290K | Hold |
7,230
| – | – | ﹤0.01% | 321 |
|
|
2023
Q1 | $258K | Sell |
7,230
-64
| -0.9% | -$2.28K | ﹤0.01% | 330 |
|
|
2022
Q4 | $280K | Hold |
7,294
| – | – | ﹤0.01% | 332 |
|
|
2022
Q3 | $352K | Hold |
7,294
| – | – | 0.01% | 309 |
|
|
2022
Q2 | $333K | Sell |
7,294
-6,975
| -49% | -$318K | 0.01% | 297 |
|
|
2022
Q1 | $930K | Sell |
14,269
-24,231
| -63% | -$1.58M | 0.01% | 267 |
|
|
2021
Q4 | $2.76M | Hold |
38,500
| – | – | 0.04% | 193 |
|
|
2021
Q3 | $2.97M | Buy |
38,500
+24,421
| +173% | +$1.89M | 0.05% | 185 |
|
|
2021
Q2 | $1.31M | Buy |
14,079
+7,039
| +100% | +$656K | 0.03% | 215 |
|
|
2021
Q1 | $693 | Buy |
+7,040
| New | +$693 | 0.02% | 241 |
|