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
2026 Q1	$249K	Sell	7,870 -918	-10%	-$30.6K	0.02%	424
2025 Q4	$268K	Sell	8,788 -2,112	-19%	-$67.2K	0.02%	406
2025 Q3	$315K	Sell	10,900 -1,049	-9%	-$25.9K	0.02%	361
2025 Q2	$238K	Sell	11,949 -685	-5%	-$11.8K	0.02%	402
2025 Q1	$199K	Buy	+12,634	New	+$237K	0.02%	411
2024 Q4	–	Sell	-14,046	Closed	-$281K	–	436
2024 Q3	$281K	Buy	14,046 +500	+4%	+$9.96K	0.03%	335
2024 Q2	$273K	Buy	13,546 +647	+5%	+$13.9K	0.03%	327
2024 Q1	$297K	Buy	12,899 +1,348	+12%	+$32.4K	0.03%	300
2023 Q4	$343K	Buy	11,551 +3,484	+43%	+$96.2K	0.04%	253
2023 Q3	$254K	Buy	8,067 +329	+4%	+$12.4K	0.03%	275
2023 Q2	$310K	Buy	7,738 +1,672	+28%	+$62.3K	0.04%	248
2023 Q1	$245K	Buy	6,066 +1,629	+37%	+$68.5K	0.03%	274
2022 Q4	$170K	Buy	4,437 +16	+0.4%	+$712	0.02%	287
2022 Q3	$213K	Sell	4,421 -1,842	-29%	-$100K	0.03%	248
2022 Q2	$286K	Sell	6,263 -14	-0.2%	-$735	0.04%	225
2022 Q1	$409K	Buy	6,277 +2,191	+54%	+$131K	0.05%	212
2021 Q4	$292K	Buy	4,086 +3,801	+1,334%	+$311K	0.04%	248
2021 Q3	$22K	Buy	285 +75	+36%	+$6.13K	﹤0.01%	704
2021 Q2	$20K	Buy	+210	New	+$18.2K	﹤0.01%	756