Navis Wealth Advisors’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
2023 Q4	–	Sell	-36,576	Closed	-$563K	–	90
2023 Q3	$563K	Buy	36,576 +86	+0.2%	+$1.32K	0.81%	28
2023 Q2	$690K	Buy	36,490 +277	+0.8%	+$5.24K	0.63%	22
2023 Q1	$714K	Buy	36,213 +162	+0.4%	+$3.19K	0.78%	22
2022 Q4	$662K	Buy	+36,051	New	+$662K	0.94%	23