Sterling Investment Advisors (Pennsylvania)’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,200
| Closed | -$25K | – | 445 |
|
|
2018
Q4 | $25K | Hold |
1,200
| – | – | 0.01% | 267 |
|
|
2018
Q3 | $31K | Hold |
1,200
| – | – | 0.02% | 277 |
|
|
2018
Q2 | $31K | Hold |
1,200
| – | – | 0.02% | 253 |
|
|
2018
Q1 | $30K | Hold |
1,200
| – | – | 0.02% | 255 |
|
|
2017
Q4 | $32K | Hold |
1,200
| – | – | 0.02% | 227 |
|
|
2017
Q3 | $32K | Hold |
1,200
| – | – | 0.02% | 223 |
|
|
2017
Q2 | $30K | Hold |
1,200
| – | – | 0.02% | 222 |
|
|
2017
Q1 | $32K | Hold |
1,200
| – | – | 0.02% | 208 |
|
|
2016
Q4 | $31K | Buy |
+1,200
| New | +$31K | 0.02% | 181 |
|