Pettinga Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,455
| Closed | -$160K | – | 128 |
|
|
2024
Q3 | $160K | Hold |
11,455
| – | – | 0.04% | 114 |
|
|
2024
Q2 | $155K | Sell |
11,455
-299
| -3% | -$4.04K | 0.04% | 117 |
|
|
2024
Q1 | $166K | Hold |
11,754
| – | – | 0.04% | 119 |
|
|
2023
Q4 | $188K | Sell |
11,754
-2,299
| -16% | -$36.7K | 0.05% | 115 |
|
|
2023
Q3 | $216K | Buy |
14,053
+100
| +0.7% | +$1.54K | 0.07% | 98 |
|
|
2023
Q2 | $264K | Sell |
13,953
-50
| -0.4% | -$945 | 0.08% | 89 |
|
|
2023
Q1 | $276K | Buy |
14,003
+1
| +0% | +$20 | 0.09% | 84 |
|
|
2022
Q4 | $257K | Sell |
14,002
-2,149
| -13% | -$39.5K | 0.08% | 87 |
|
|
2022
Q3 | $308K | Sell |
16,151
-275
| -2% | -$5.24K | 0.11% | 78 |
|
|
2022
Q2 | $322K | Buy |
16,426
+4,376
| +36% | +$85.8K | 0.1% | 84 |
|
|
2022
Q1 | $299K | Buy |
+12,050
| New | +$299K | 0.07% | 88 |
|