SEA
Stegent Equity Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,727
| Closed | -$276K | – | 74 |
|
|
2022
Q3 | $276K | Sell |
5,727
-8,767
| -60% | -$423K | 0.41% | 50 |
|
|
2022
Q2 | $663K | Sell |
14,494
-14,763
| -50% | -$675K | 0.86% | 42 |
|
|
2022
Q1 | $1.91M | Buy |
29,257
+10,467
| +56% | +$682K | 1.61% | 23 |
|
|
2021
Q4 | $1.35M | Buy |
+18,790
| New | +$1.35M | 1.09% | 36 |
|