Spire Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-125
| Closed | -$2.5K | – | 2554 |
|
|
2024
Q4 | $2.5K | Buy |
+125
| New | +$2.5K | ﹤0.01% | 2208 |
|
|
2023
Q4 | – | Sell |
-48
| Closed | -$1.51K | – | 2439 |
|
|
2023
Q3 | $1.51K | Sell |
48
-48
| -50% | -$1.51K | ﹤0.01% | 2184 |
|
|
2023
Q2 | $3.86K | Hold |
96
| – | – | ﹤0.01% | 2068 |
|
|
2023
Q1 | $3.87K | Sell |
96
-177
| -65% | -$7.14K | ﹤0.01% | 2094 |
|
|
2022
Q4 | $10K | Sell |
273
-52
| -16% | -$1.91K | ﹤0.01% | 1617 |
|
|
2022
Q3 | $16K | Sell |
325
-288
| -47% | -$14.2K | ﹤0.01% | 1416 |
|
|
2022
Q2 | $28K | Buy |
613
+3
| +0.5% | +$137 | ﹤0.01% | 1532 |
|
|
2022
Q1 | $40K | Buy |
610
+101
| +20% | +$6.62K | ﹤0.01% | 1534 |
|
|
2021
Q4 | $36K | Sell |
509
-254
| -33% | -$18K | ﹤0.01% | 1878 |
|
|
2021
Q3 | $59K | Buy |
763
+336
| +79% | +$26K | ﹤0.01% | 1405 |
|
|
2021
Q2 | $64K | Sell |
427
-138
| -24% | -$20.7K | ﹤0.01% | 1381 |
|
|
2021
Q1 | $56K | Buy |
+565
| New | +$56K | ﹤0.01% | 1674 |
|