Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,054
| Closed | -$94K | – | 1489 |
|
|
2022
Q2 | $94K | Hold |
2,054
| – | – | 0.02% | 564 |
|
|
2022
Q1 | $134K | Buy |
2,054
+1,759
| +596% | +$115K | 0.02% | 499 |
|
|
2021
Q4 | $21K | Sell |
295
-2,427
| -89% | -$173K | ﹤0.01% | 1205 |
|
|
2021
Q3 | $210K | Sell |
2,722
-96
| -3% | -$7.41K | 0.04% | 439 |
|
|
2021
Q2 | $263K | Buy |
2,818
+71
| +3% | +$6.63K | 0.05% | 364 |
|
|
2021
Q1 | $270K | Buy |
2,747
+693
| +34% | +$68.1K | 0.06% | 318 |
|
|
2020
Q4 | $212K | Buy |
2,054
+67
| +3% | +$6.92K | 0.05% | 339 |
|
|
2020
Q3 | $121K | Buy |
1,987
+1,962
| +7,848% | +$119K | 0.04% | 358 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q4 | $1K | Buy |
25
+1
| +4% | +$40 | ﹤0.01% | 1237 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1216 |
|
|
2019
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 1301 |
|
|
2019
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1150 |
|
|
2018
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 930 |
|
|
2018
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 930 |
|