SIAP
PUW

Sterling Investment Advisors (Pennsylvania)’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$29.7K 0.02% 182

Sterling Investment Advisors (Pennsylvania)'s PUW Position: Q1 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q1 2019, closing a stake of 1,200 shares — an estimated $25K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PUW in Q4 2016 and held it in 9 quarters. The position peaked at $32K in Q4 2017. 0 funds tracked by Wall St. Rank hold PUW as of Q1 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,200 Invesco WilderHill Progressive Energy ETF shares in Q1 2019, an estimated $25K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Invesco WilderHill Progressive Energy ETF in Q4 2016 and held it in 9 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Invesco WilderHill Progressive Energy ETF position peaked at $32K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q1 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2019, filed 1 May 2019.