SWM
Strategic Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.17M | Buy |
44,398
+7,000
| +19% | +$500K | 1.57% | 25 |
|
|
2021
Q3 | $2.89M | Buy |
37,398
+2,162
| +6% | +$167K | 1.5% | 26 |
|
|
2021
Q2 | $3.28M | Sell |
35,236
-3,792
| -10% | -$353K | 1.77% | 21 |
|
|
2021
Q1 | $3.84M | Hold |
39,028
| – | – | 2.3% | 13 |
|
|
2020
Q4 | $4.04M | Buy |
39,028
+1,468
| +4% | +$152K | 2.48% | 12 |
|
|
2020
Q3 | $2.28M | Buy |
+37,560
| New | +$2.28M | 1.7% | 23 |
|