Sargent Investment Group’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
2022
Q4
Sell
2022
Q3
$257K Sell
2022
Q2
$464K Sell
2022
Q1
$917K Sell
2021
Q4
$3.23M Buy
2021
Q3
$3.49M Buy
2021
Q2
$3.62M Buy
2021
Q1
$3.11M Buy
2020
Q4
$1.62M Buy