Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-38
| Closed | -$1K | – | 1014 |
|
|
2017
Q3 | $1K | Sell |
38
-34
| -47% | -$895 | ﹤0.01% | 963 |
|
|
2017
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 880 |
|
|
2017
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 886 |
|
|
2016
Q4 | $1K | Hold |
72
| – | – | ﹤0.01% | 803 |
|
|
2016
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 800 |
|
|
2016
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 767 |
|
|
2016
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 864 |
|
|
2015
Q4 | $2K | Hold |
72
| – | – | ﹤0.01% | 824 |
|
|
2015
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 1212 |
|
|
2015
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 1228 |
|
|
2015
Q1 | $2K | Buy |
72
+34
| +89% | +$944 | ﹤0.01% | 1176 |
|
|
2014
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 805 |
|
|
2014
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 809 |
|
|
2014
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 819 |
|
|
2014
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 785 |
|
|
2013
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 832 |
|
|
2013
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 728 |
|
|
2013
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 803 |
|