Moller Wealth Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Sell	27,579 -1,649	-6%	-$64.1K	0.19%	39
2026 Q1	$923K	Sell	29,228 -1,296	-4%	-$43.2K	0.18%	37
2025 Q4	$932K	Sell	30,524 -1,458	-5%	-$46.4K	0.2%	38
2025 Q3	$924K	Sell	31,982 -5,727	-15%	-$141K	0.19%	39
2025 Q2	$751K	Buy	37,709 +4,469	+13%	+$76.9K	0.17%	40
2025 Q1	$523K	Sell	33,240 -743	-2%	-$13.9K	0.13%	43
2024 Q4	$680K	Sell	33,983 -2,597	-7%	-$52.9K	0.18%	38
2024 Q3	$733K	Buy	36,580 +2,520	+7%	+$50.2K	0.18%	37
2024 Q2	$686K	Buy	34,060 +485	+1%	+$10.4K	0.18%	37
2024 Q1	$774K	Buy	33,575 +7,474	+29%	+$180K	0.21%	35
2023 Q4	$776K	Buy	26,101 +9,914	+61%	+$274K	0.22%	34
2023 Q3	$509K	Buy	16,187 +183	+1%	+$6.92K	0.16%	36
2023 Q2	$642K	Buy	16,004 +1,861	+13%	+$69.3K	0.2%	35
2023 Q1	$572K	Buy	14,143 +1,175	+9%	+$49.4K	0.18%	36
2022 Q4	$497K	Sell	12,968 -917	-7%	-$40.8K	0.16%	36
2022 Q3	$669K	Sell	13,885 -805	-5%	-$43.8K	0.24%	34
2022 Q2	$671K	Buy	14,690 +2,323	+19%	+$122K	0.23%	34
2022 Q1	$806K	Buy	12,367 +3,345	+37%	+$200K	0.25%	33
2021 Q4	$644K	Buy	9,022 +5,849	+184%	+$478K	0.21%	34
2021 Q3	$245K	Sell	3,173 -109	-3%	-$8.91K	0.08%	43
2021 Q2	$306K	Buy	3,282 +771	+31%	+$66.8K	0.1%	42
2021 Q1	$247K	Buy	2,511 +341	+16%	+$39K	0.09%	44
2020 Q4	$224K	Sell	2,170 -1,148	-35%	-$93K	0.09%	47
2020 Q3	$202K	Buy	+3,318	New	+$173K	0.09%	40
2017 Q3	–	Sell	-2,225	Closed	-$48K	–	46
2017 Q2	$48K	Hold	2,225	–	–	0.02%	47
2017 Q1	$45K	Hold	2,225	–	–	0.02%	45
2016 Q4	$41K	Hold	2,225	–	–	0.02%	42
2016 Q3	$43K	Hold	2,225	–	–	0.02%	44
2016 Q2	$43K	Buy	+2,225	New	+$43.4K	0.02%	41