Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,244
| Closed | -$51K | – | 419 |
|
|
2020
Q2 | $51K | Hold |
1,244
| – | – | 0.02% | 252 |
|
|
2020
Q1 | $33K | Buy |
+1,244
| New | +$33K | 0.01% | 270 |
|
|
2014
Q1 | – | Sell |
-40
| Closed | -$1K | – | 539 |
|
|
2013
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 519 |
|
|
2013
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 515 |
|
|
2013
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 493 |
|