SOA Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33K | Buy |
368
+1
| +0.3% | +$20 | ﹤0.01% | 628 |
|
|
2025
Q1 | $5.78K | Hold |
367
| – | – | ﹤0.01% | 619 |
|
|
2024
Q4 | $7.35K | Sell |
367
-139
| -27% | -$2.78K | ﹤0.01% | 583 |
|
|
2024
Q3 | $10.1K | Buy |
506
+2
| +0.4% | +$40 | ﹤0.01% | 540 |
|
|
2024
Q2 | $10.2K | Sell |
504
-72
| -13% | -$1.45K | ﹤0.01% | 535 |
|
|
2024
Q1 | $13.3K | Buy |
576
+4
| +0.7% | +$92 | ﹤0.01% | 502 |
|
|
2023
Q4 | $17K | Buy |
572
+4
| +0.7% | +$119 | ﹤0.01% | 451 |
|
|
2023
Q3 | $17.9K | Buy |
568
+3
| +0.5% | +$94 | ﹤0.01% | 441 |
|
|
2023
Q2 | $22.7K | Buy |
565
+4
| +0.7% | +$160 | 0.01% | 413 |
|
|
2023
Q1 | $22.7K | Buy |
561
+7
| +1% | +$283 | 0.01% | 407 |
|
|
2022
Q4 | $21.2K | Buy |
554
+9
| +2% | +$345 | 0.01% | 395 |
|
|
2022
Q3 | $26K | Buy |
545
+8
| +1% | +$382 | 0.01% | 346 |
|
|
2022
Q2 | $24K | Buy |
537
+3
| +0.6% | +$134 | 0.01% | 352 |
|
|
2022
Q1 | $34K | Buy |
534
+4
| +0.8% | +$255 | 0.01% | 366 |
|
|
2021
Q4 | $38K | Sell |
530
-102
| -16% | -$7.31K | 0.01% | 335 |
|
|
2021
Q3 | $48K | Sell |
632
-324
| -34% | -$24.6K | 0.01% | 312 |
|
|
2021
Q2 | $89K | Buy |
956
+76
| +9% | +$7.08K | 0.02% | 232 |
|
|
2021
Q1 | $86K | Buy |
880
+9
| +1% | +$880 | 0.02% | 211 |
|
|
2020
Q4 | $116K | Buy |
+871
| New | +$116K | 0.03% | 181 |
|