SMA
Sage Mountain Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87 | Hold |
4
| – | – | ﹤0.01% | 493 |
|
|
2025
Q1 | $69 | Hold |
4
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $88 | Hold |
4
| – | – | ﹤0.01% | 473 |
|
|
2024
Q3 | $87 | Hold |
4
| – | – | ﹤0.01% | 485 |
|
|
2024
Q2 | $87 | Hold |
4
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $99 | Hold |
4
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $127 | Hold |
4
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $133 | Hold |
4
| – | – | ﹤0.01% | 363 |
|
|
2023
Q2 | $169 | Hold |
4
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $169 | Hold |
4
| – | – | ﹤0.01% | 333 |
|
|
2022
Q4 | $159 | Sell |
4
-181
| -98% | -$7.2K | ﹤0.01% | 293 |
|
|
2022
Q3 | $9K | Sell |
185
-367
| -66% | -$17.9K | ﹤0.01% | 352 |
|
|
2022
Q2 | $25K | Hold |
552
| – | – | ﹤0.01% | 565 |
|
|
2022
Q1 | $36K | Buy |
552
+4
| +0.7% | +$261 | 0.01% | 566 |
|
|
2021
Q4 | $39K | Hold |
548
| – | – | ﹤0.01% | 624 |
|
|
2021
Q3 | $42K | Buy |
+548
| New | +$42K | 0.01% | 526 |
|