Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,596
| Closed | -$124K | – | 1070 |
|
|
2024
Q4 | $124K | Buy |
10,596
+5
| +0% | +$58 | ﹤0.01% | 1010 |
|
|
2024
Q3 | $148K | Sell |
10,591
-5,332
| -33% | -$74.7K | ﹤0.01% | 955 |
|
|
2024
Q2 | $215K | Sell |
15,923
-1,756
| -10% | -$23.7K | 0.01% | 791 |
|
|
2024
Q1 | $250K | Sell |
17,679
-539
| -3% | -$7.63K | 0.01% | 731 |
|
|
2023
Q4 | $291K | Sell |
18,218
-8,380
| -32% | -$134K | 0.01% | 665 |
|
|
2023
Q3 | $409K | Buy |
26,598
+2,342
| +10% | +$36K | 0.02% | 492 |
|
|
2023
Q2 | $458K | Buy |
+24,256
| New | +$458K | 0.02% | 480 |
|