Pathstone Family Office’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$321K	Buy	+10,214	New	+$321K	﹤0.01%	1266
2021 Q3	–	Sell	-4,554	Closed	-$424K	–	874
2021 Q2	$424K	Buy	4,554 +6	+0.1%	+$559	0.01%	530
2021 Q1	$447K	Buy	+4,548	New	+$447K	0.02%	367