Spire Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $2.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.51K | Sell |
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|
2023
Q2 | $3.86K | Hold |
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|
2023
Q1 | $3.87K | Sell |
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|
2022
Q4 | $10K | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $28K | Buy |
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|
2022
Q1 | $40K | Buy |
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|
2021
Q4 | $36K | Sell |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | $64K | Sell |
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|
2021
Q1 | $56K | Buy |
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