SOA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.49K | Sell |
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|
2025
Q2 | $7.33K | Buy |
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|
2025
Q1 | $5.78K | Hold |
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|
2024
Q4 | $7.35K | Sell |
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|
2024
Q3 | $10.1K | Buy |
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|
2024
Q2 | $10.2K | Sell |
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|
2024
Q1 | $13.3K | Buy |
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|
2023
Q4 | $17K | Buy |
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|
2023
Q3 | $17.9K | Buy |
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|
2023
Q2 | $22.7K | Buy |
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|
2023
Q1 | $22.7K | Buy |
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|
2022
Q4 | $21.2K | Buy |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $38K | Sell |
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|
2021
Q3 | $48K | Sell |
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|
2021
Q2 | $89K | Buy |
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|
2021
Q1 | $86K | Buy |
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|
2020
Q4 | $116K | Buy |
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