Stifel Financial’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
Q3 | $2.83M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $380K | Buy |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $623K | Sell |
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|
2023
Q1 | $656K | Sell |
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|
2022
Q4 | $677K | Buy |
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|
2022
Q3 | $810K | Buy |
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|
2022
Q2 | $764K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $2.44M | Sell |
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|
2021
Q1 | $5.29M | Sell |
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|
2020
Q4 | $7.15M | Buy |
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|
2020
Q3 | $3.21M | Buy |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $419K | Buy |
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|
2019
Q4 | $524K | Sell |
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|
2019
Q3 | $449K | Buy |
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|
2019
Q2 | $421K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $74K | Sell |
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|
2017
Q2 | $78K | Sell |
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|
2017
Q1 | $74K | Sell |
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|
2016
Q4 | $71K | Sell |
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|
2016
Q3 | $148K | Buy |
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|
2016
Q2 | $118K | Buy |
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|
2016
Q1 | $89K | Buy |
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|
2015
Q4 | $63K | Sell |
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|
2015
Q3 | $180K | Hold |
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|
2015
Q2 | $237K | Hold |
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|
2015
Q1 | $246K | Sell |
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|
2014
Q4 | $250K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $179K | Buy |
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