Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1
| Closed | -$1K | – | 896 |
|
|
2015
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 841 |
|
|
2015
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 833 |
|
|
2014
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 677 |
|
|
2014
Q3 | – | Hold |
0
| – | -$1K | – | 638 |
|
|
2014
Q2 | – | Hold |
0
| – | -$1K | – | 643 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 608 |
|
|
2013
Q3 | – | Sell |
-2,109
| Closed | -$57K | – | 620 |
|
|
2013
Q2 | $57K | Buy |
+2,109
| New | +$57K | 0.01% | 264 |
|