Plotkin Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,050
Closed -$236K 101
2021
Q3
$236K Sell
3,050
-6,220
-67% -$480K 0.14% 80
2021
Q2
$864K Buy
9,270
+5,970
+181% +$556K 0.48% 44
2021
Q1
$325K Buy
+3,300
New +$325K 0.2% 55