Platt Investment Counsel’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
Q1 | – | Sell |
-74,234
| Closed | -$5.3M | – | 15 |
|
|
2021
Q4 | $5.3M | Buy |
74,234
+3,523
| +5% | +$252K | 4.52% | 7 |
|
|
2021
Q3 | $5.46M | Buy |
70,711
+588
| +0.8% | +$45.4K | 4.85% | 7 |
|
|
2021
Q2 | $6.54M | Sell |
70,123
-2,269
| -3% | -$211K | 5.62% | 7 |
|
|
2021
Q1 | $7.12M | Buy |
72,392
+632
| +0.9% | +$62.2K | 6.37% | 7 |
|
|
2020
Q4 | $7.42M | Buy |
+71,760
| New | +$7.42M | 7.03% | 7 |
|