Meridian Wealth Management’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
2021
Q2
Sell
-4,024
Closed -$396K 387
2021
Q1
$396K Sell
4,024
-1,671
-29% -$164K 0.06% 247
2020
Q4
$588K Buy
+5,695
New +$588K 0.09% 171