Pin Oak Investment Advisors’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 |
-220
| Closed | -$10K | – | 411 |
|
|
2022
Q2 | $10K | Hold |
220
| – | – | 0.01% | 305 |
|
|
2022
Q1 | $14K | Hold |
220
| – | – | 0.02% | 299 |
|
|
2021
Q4 | $16K | Hold |
220
| – | – | 0.02% | 281 |
|
|
2021
Q3 | $17K | Hold |
220
| – | – | 0.02% | 264 |
|
|
2021
Q2 | $21K | Hold |
220
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $22K | Hold |
220
| – | – | 0.02% | 244 |
|
|
2020
Q4 | $23K | Buy |
+220
| New | +$23K | 0.02% | 252 |
|