Modera Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,685
| Closed | -$205K | – | 633 |
|
|
2024
Q4 | $205K | Hold |
17,685
| – | – | ﹤0.01% | 596 |
|
|
2024
Q3 | $248K | Sell |
17,685
-1,121
| -6% | -$15.7K | ﹤0.01% | 535 |
|
|
2024
Q2 | $254K | Sell |
18,806
-5,239
| -22% | -$70.8K | ﹤0.01% | 500 |
|
|
2024
Q1 | $340K | Sell |
24,045
-2,335
| -9% | -$33K | 0.01% | 457 |
|
|
2023
Q4 | $421K | Sell |
26,380
-13,140
| -33% | -$210K | 0.01% | 399 |
|
|
2023
Q3 | $608K | Sell |
39,520
-102
| -0.3% | -$1.57K | 0.01% | 337 |
|
|
2023
Q2 | $749K | Buy |
+39,622
| New | +$749K | 0.01% | 325 |
|