Tidemark’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Tidemark’s Portfolio PBW Stock Details PBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$116K	Hold
2024 Q4	$147K	Hold
2024 Q3	$147K	Hold
2024 Q2	$148K	Hold
2024 Q1	$170K	Hold
2023 Q4	$219K	Buy