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Provenance Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Provenance Wealth Advisors’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-181
Closed -$4.17K – 540
2024
Q1 		$4.17K Hold
181
– – ﹤0.01% 361
2023
Q4 		$5.38K Hold
181
– – ﹤0.01% 359
2023
Q3 		$5.69K Buy
+181
New +$5.69K ﹤0.01% 267