Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.8K | Hold |
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|
2025
Q1 | $55.2K | Buy |
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|
2024
Q4 | $69.9K | Buy |
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|
2024
Q3 | $69.1K | Sell |
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|
2024
Q2 | $69.9K | Sell |
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|
2024
Q1 | $82.6K | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $747K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $188K | Hold |
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|
2020
Q2 | $126K | Buy |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $99K | Hold |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $86K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $72K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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