Raymond James Financial Services Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $939K | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $2.22M | Buy |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $3.42M | Buy |
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|
2023
Q1 | $3.11M | Buy |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.86M | Sell |
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|
2022
Q2 | $3.68M | Buy |
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|
2022
Q1 | $4.91M | Sell |
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|
2021
Q4 | $5.74M | Sell |
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|
2021
Q3 | $19.2M | Buy |
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|
2021
Q2 | $23M | Sell |
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|
2021
Q1 | $61.9M | Buy |
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|
2020
Q4 | $49.9M | Sell |
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|
2020
Q3 | $35.3M | Buy |
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|
2020
Q2 | $22.3M | Buy |
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|
2020
Q1 | $416K | Buy |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $348K | Sell |
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|
2019
Q2 | $367K | Sell |
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|
2019
Q1 | $373K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $113K | Sell |
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|
2017
Q2 | $105K | Buy |
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|
2017
Q1 | $57K | Sell |
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|
2016
Q4 | $60K | Buy |
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|
2016
Q3 | $62K | Sell |
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|
2016
Q2 | $66K | Sell |
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|
2016
Q1 | $85K | Buy |
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