Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27
| Closed | -$1.08K | – | 677 |
|
|
2023
Q3 | $1.08K | Hold |
27
| – | – | ﹤0.01% | 773 |
|
|
2023
Q2 | $1.08K | Buy |
+27
| New | +$1.08K | ﹤0.01% | 815 |
|
|
2023
Q1 | – | Sell |
-46
| Closed | -$1.76K | – | 686 |
|
|
2022
Q4 | $1.76K | Buy |
46
+11
| +31% | +$422 | ﹤0.01% | 820 |
|
|
2022
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 797 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | – | – | 1750 |
|
|
2019
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1785 |
|