Pathstone Family Office’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
Q3
$542K Buy
35,220
+79
+0.2% +$1.22K ﹤0.01% 1000
2023
Q2
$664K Buy
35,141
+264
+0.8% +$4.99K 0.01% 629
2023
Q1
$687K Sell
34,877
-58,493
-63% -$1.15M 0.01% 563
2022
Q4
$1.17M Buy
93,370
+1,444
+2% +$18.2K 0.01% 717
2022
Q3
$1.75M Buy
91,926
+46,133
+101% +$879K 0.02% 490
2022
Q2
$898K Buy
45,793
+241
+0.5% +$4.72K 0.02% 372
2022
Q1
$1.13M Buy
+45,552
New +$1.13M 0.03% 299