SWA
SOA Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
8,436
+18
| +0.2% | +$227 | 0.02% | 274 |
|
|
2025
Q1 | $88.7K | Buy |
8,418
+14
| +0.2% | +$148 | 0.02% | 274 |
|
|
2024
Q4 | $97.2K | Buy |
8,404
+6
| +0.1% | +$69 | 0.02% | 257 |
|
|
2024
Q3 | $118K | Buy |
8,398
+8
| +0.1% | +$112 | 0.02% | 236 |
|
|
2024
Q2 | $113K | Buy |
8,390
+10
| +0.1% | +$135 | 0.02% | 235 |
|
|
2024
Q1 | $119K | Buy |
8,380
+1
| +0% | +$14 | 0.02% | 230 |
|
|
2023
Q4 | $134K | Buy |
8,379
+19
| +0.2% | +$303 | 0.03% | 209 |
|
|
2023
Q3 | $129K | Buy |
8,360
+6
| +0.1% | +$92 | 0.03% | 204 |
|
|
2023
Q2 | $158K | Buy |
8,354
+17
| +0.2% | +$321 | 0.04% | 187 |
|
|
2023
Q1 | $164K | Buy |
8,337
+10
| +0.1% | +$197 | 0.04% | 174 |
|
|
2022
Q4 | $153K | Buy |
8,327
+35
| +0.4% | +$643 | 0.04% | 179 |
|
|
2022
Q3 | $158K | Buy |
8,292
+21
| +0.3% | +$400 | 0.05% | 160 |
|
|
2022
Q2 | $162K | Buy |
8,271
+5
| +0.1% | +$98 | 0.05% | 161 |
|
|
2022
Q1 | $205K | Buy |
8,266
+5
| +0.1% | +$124 | 0.05% | 157 |
|
|
2021
Q4 | $222K | Buy |
8,261
+4
| +0% | +$107 | 0.05% | 149 |
|
|
2021
Q3 | $230K | Buy |
8,257
+4
| +0% | +$111 | 0.06% | 142 |
|
|
2021
Q2 | $255K | Hold |
8,253
| – | – | 0.07% | 135 |
|
|
2021
Q1 | $264K | Hold |
8,253
| – | – | 0.07% | 128 |
|
|
2020
Q4 | $324K | Buy |
+8,253
| New | +$324K | 0.09% | 113 |
|