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Summit Place Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Summit Place Financial Advisors’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,000
Closed -$267K – 93
2023
Q4 		$267K Buy
+9,000
New +$267K 0.17% 80