Tanglewood Legacy Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4K | Buy |
1,223
+2
| +0.2% | +$40 | 0.01% | 212 |
|
|
2025
Q1 | $19.2K | Hold |
1,221
| – | – | 0.01% | 226 |
|
|
2024
Q4 | $24.4K | Buy |
1,221
+12
| +1% | +$240 | 0.01% | 213 |
|
|
2024
Q3 | $24.2K | Buy |
1,209
+4
| +0.3% | +$80 | 0.01% | 200 |
|
|
2024
Q2 | $24.3K | Buy |
1,205
+8
| +0.7% | +$161 | 0.01% | 202 |
|
|
2024
Q1 | $27.6K | Sell |
1,197
-145
| -11% | -$3.34K | 0.01% | 196 |
|
|
2023
Q4 | $39.9K | Buy |
1,342
+8
| +0.6% | +$238 | 0.02% | 170 |
|
|
2023
Q3 | $41.9K | Buy |
1,334
+7
| +0.5% | +$220 | 0.03% | 170 |
|
|
2023
Q2 | $53.2K | Buy |
1,327
+8
| +0.6% | +$321 | 0.03% | 154 |
|
|
2023
Q1 | $53.3K | Buy |
1,319
+14
| +1% | +$566 | 0.03% | 147 |
|
|
2022
Q4 | $50K | Buy |
+1,305
| New | +$50K | 0.04% | 130 |
|