Tidemark’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 | – | Sell |
-7,357
| Closed | -$116K | – | 731 |
|
|
2025
Q1 | $116K | Hold |
7,357
| – | – | 0.04% | 158 |
|
|
2024
Q4 | $147K | Hold |
7,357
| – | – | 0.06% | 142 |
|
|
2024
Q3 | $147K | Hold |
7,357
| – | – | 0.06% | 132 |
|
|
2024
Q2 | $148K | Hold |
7,357
| – | – | 0.07% | 129 |
|
|
2024
Q1 | $170K | Hold |
7,357
| – | – | 0.09% | 133 |
|
|
2023
Q4 | $219K | Buy |
+7,357
| New | +$219K | 0.14% | 102 |
|