Summit Financial 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
2021 Q3	–	Sell	-2,765	Closed	-$258K	–	206
2021 Q2	$258K	Buy	2,765 +60	+2%	+$5.6K	0.1%	179
2021 Q1	$266K	Buy	2,705 +350	+15%	+$34.4K	0.11%	160
2020 Q4	$243K	Buy	+2,355	New	+$243K	0.11%	150