Tradition Wealth Management’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
$238K Sell
2025
Q1
$199K Buy
2024
Q4
Sell
2024
Q3
$281K Buy
2024
Q2
$273K Buy
2024
Q1
$297K Buy
2023
Q4
$343K Buy
2023
Q3
$254K Buy
2023
Q2
$310K Buy
2023
Q1
$245K Buy
2022
Q4
$170K Buy
2022
Q3
$213K Sell
2022
Q2
$286K Sell
2022
Q1
$409K Buy
2021
Q4
$292K Buy
2021
Q3
$22K Buy
2021
Q2
$20K Buy