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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $924K | Sell |
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|
2025
Q2 | $751K | Buy |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $680K | Sell |
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|
2024
Q3 | $733K | Buy |
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|
2024
Q2 | $686K | Buy |
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|
2024
Q1 | $774K | Buy |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $671K | Buy |
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|
2022
Q1 | $806K | Buy |
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|
2021
Q4 | $644K | Buy |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $48K | Hold |
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|
2017
Q1 | $45K | Hold |
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|
2016
Q4 | $41K | Hold |
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|
2016
Q3 | $43K | Hold |
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|
2016
Q2 | $43K | Buy |
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