MWP
Moller Wealth Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
37,709
+4,469
| +13% | +$89K | 0.17% | 40 |
|
|
2025
Q1 | $523K | Sell |
33,240
-743
| -2% | -$11.7K | 0.13% | 43 |
|
|
2024
Q4 | $680K | Sell |
33,983
-2,597
| -7% | -$52K | 0.18% | 38 |
|
|
2024
Q3 | $733K | Buy |
36,580
+2,520
| +7% | +$50.5K | 0.18% | 37 |
|
|
2024
Q2 | $686K | Buy |
34,060
+485
| +1% | +$9.77K | 0.18% | 37 |
|
|
2024
Q1 | $774K | Buy |
33,575
+7,474
| +29% | +$172K | 0.21% | 35 |
|
|
2023
Q4 | $776K | Buy |
26,101
+9,914
| +61% | +$295K | 0.22% | 34 |
|
|
2023
Q3 | $509K | Buy |
16,187
+183
| +1% | +$5.75K | 0.16% | 36 |
|
|
2023
Q2 | $642K | Buy |
16,004
+1,861
| +13% | +$74.7K | 0.2% | 35 |
|
|
2023
Q1 | $572K | Buy |
14,143
+1,175
| +9% | +$47.5K | 0.18% | 36 |
|
|
2022
Q4 | $497K | Sell |
12,968
-917
| -7% | -$35.1K | 0.16% | 36 |
|
|
2022
Q3 | $669K | Sell |
13,885
-805
| -5% | -$38.8K | 0.24% | 34 |
|
|
2022
Q2 | $671K | Buy |
14,690
+2,323
| +19% | +$106K | 0.23% | 34 |
|
|
2022
Q1 | $806K | Buy |
12,367
+3,345
| +37% | +$218K | 0.25% | 33 |
|
|
2021
Q4 | $644K | Buy |
9,022
+5,849
| +184% | +$418K | 0.21% | 34 |
|
|
2021
Q3 | $245K | Sell |
3,173
-109
| -3% | -$8.42K | 0.08% | 43 |
|
|
2021
Q2 | $306K | Buy |
3,282
+771
| +31% | +$71.9K | 0.1% | 42 |
|
|
2021
Q1 | $247K | Buy |
2,511
+341
| +16% | +$33.5K | 0.09% | 44 |
|
|
2020
Q4 | $224K | Sell |
2,170
-1,148
| -35% | -$119K | 0.09% | 47 |
|
|
2020
Q3 | $202K | Buy |
+3,318
| New | +$202K | 0.09% | 40 |
|
|
2017
Q3 | – | Sell |
-11,127
| Closed | -$48K | – | 46 |
|
|
2017
Q2 | $48K | Hold |
11,127
| – | – | 0.02% | 47 |
|
|
2017
Q1 | $45K | Hold |
11,127
| – | – | 0.02% | 45 |
|
|
2016
Q4 | $41K | Hold |
11,127
| – | – | 0.02% | 42 |
|
|
2016
Q3 | $43K | Hold |
11,127
| – | – | 0.02% | 44 |
|
|
2016
Q2 | $43K | Buy |
+11,127
| New | +$43K | 0.02% | 41 |
|