TWA
TCI Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-192
| Closed | -$9K | – | 2615 |
|
|
2022
Q3 | $9K | Buy |
+192
| New | +$9K | ﹤0.01% | 1090 |
|
|
2014
Q1 | – | Sell |
-80
| Closed | -$1K | – | 909 |
|
|
2013
Q4 | $1K | Sell |
80
-5,528
| -99% | -$69.1K | ﹤0.01% | 790 |
|
|
2013
Q3 | $36K | Hold |
5,608
| – | – | 0.03% | 232 |
|
|
2013
Q2 | $30K | Buy |
+5,608
| New | +$30K | 0.02% | 260 |
|