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
2026 Q2	$11.7K	Buy	+300	New	+$11.7K	﹤0.01%	1599
2025 Q1	–	Sell	-125	Closed	-$2.5K	–	2554
2024 Q4	$2.5K	Buy	+125	New	+$2.55K	﹤0.01%	2208
2023 Q4	–	Sell	-48	Closed	-$1.51K	–	2440
2023 Q3	$1.51K	Sell	48 -48	-50%	-$1.81K	﹤0.01%	2184
2023 Q2	$3.86K	Hold	96	–	–	﹤0.01%	2069
2023 Q1	$3.87K	Sell	96 -177	-65%	-$7.45K	﹤0.01%	2095
2022 Q4	$10K	Sell	273 -52	-16%	-$2.31K	﹤0.01%	1617
2022 Q3	$16K	Sell	325 -288	-47%	-$15.7K	﹤0.01%	1417
2022 Q2	$28K	Buy	613 +3	+0.5%	+$157	﹤0.01%	1532
2022 Q1	$40K	Buy	610 +101	+20%	+$6.05K	﹤0.01%	1534
2021 Q4	$36K	Sell	509 -254	-33%	-$20.8K	﹤0.01%	1878
2021 Q3	$59K	Buy	763 +336	+79%	+$27.5K	﹤0.01%	1405
2021 Q2	$64K	Sell	427 -138	-24%	-$11.9K	﹤0.01%	1381
2021 Q1	$56K	Buy	+565	New	+$64.6K	﹤0.01%	1674