MPW
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Monterey Private Wealth’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Monterey Private Wealth’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,202
Closed -$205K – 101
2021
Q2 		$205K Sell
2,202
-195
-8% -$18.2K 0.12% 97
2021
Q1 		$225K Buy
+2,397
New +$225K 0.12% 86