MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-404
| Closed | -$15.5K | – | 474 |
|
|
2022
Q4 | $15.5K | Buy |
+404
| New | +$15.5K | 0.01% | 362 |
|
|
2021
Q2 | – | Sell |
-5,105
| Closed | -$502K | – | 85 |
|
|
2021
Q1 | $502K | Buy |
5,105
+1,524
| +43% | +$150K | 0.19% | 54 |
|
|
2020
Q4 | $370K | Buy |
3,581
+93
| +3% | +$9.61K | 0.15% | 56 |
|
|
2020
Q3 | $212K | Buy |
+3,488
| New | +$212K | 0.1% | 58 |
|