The Family Firm’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $993K | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.56M | Sell |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $3.3M | Buy |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $3.69M | Buy |
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|
2021
Q2 | $3.81M | Buy |
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|
2021
Q1 | $3.61M | Sell |
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|
2020
Q4 | $4.59M | Sell |
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|
2020
Q3 | $2.53M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $973K | Sell |
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|
2019
Q4 | $1.29M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $979K | Sell |
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|
2017
Q2 | $918K | Buy |
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|
2017
Q1 | $739K | Buy |
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|
2016
Q4 | $627K | Buy |
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|
2016
Q3 | $649K | Buy |
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|
2016
Q2 | $520K | Buy |
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|
2016
Q1 | $207K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $70K | Buy |
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