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Mirabella Financial Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Mirabella Financial Services’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,720
Closed -$266K – 653
2021
Q4 		$266K Sell
3,720
-11,251
-75% -$920K 0.03% 308
2021
Q3 		$1.16M Buy
+14,971
New +$1.22M 0.15% 154

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ZIG
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RJA
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Mirabella Financial Services's PBW Position: Q1 2022 in Review

Mirabella Financial Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2022, closing a stake of 3,720 shares — an estimated $266K sold.

Mirabella Financial Services first reported a position in PBW in Q3 2021 and held it in 2 quarters. The position peaked at $1.16M in Q3 2021. 219 funds tracked by Wall St. Rank hold PBW as of Q1 2022.

  • Mirabella Financial Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Mirabella Financial Services sold 3,720 Invesco WilderHill Clean Energy ETF shares in Q1 2022, an estimated $266K.
  • Mirabella Financial Services first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2021 and held it in 2 quarters.
  • Mirabella Financial Services's Invesco WilderHill Clean Energy ETF position peaked at $1.16M in Q3 2021.
  • 219 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2022.

Based on Mirabella Financial Services's 13F filing for Q1 2022, filed 17 May 2022.