Stonebridge Financial Planning Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$26K | – | 287 |
|
|
2021
Q4 | $26K | Hold |
500
| – | – | 0.01% | 280 |
|
|
2021
Q3 | $46K | Hold |
500
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $45K | Sell |
500
-550
| -52% | -$49.5K | 0.02% | 218 |
|
|
2021
Q1 | $96K | Hold |
1,050
| – | – | 0.06% | 164 |
|
|
2020
Q4 | $109K | Buy |
1,050
+500
| +91% | +$51.9K | 0.07% | 144 |
|
|
2020
Q3 | $38K | Buy |
+550
| New | +$38K | 0.03% | 208 |
|