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SFMG Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

SFMG Wealth Advisors’s Portfolio PBW Stock Details PBW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,808
Closed -$217K – 297
2021
Q3 		$217K Buy
+2,808
New +$217K 0.02% 228