Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-80
| Closed | -$1.61K | – | 722 |
|
|
2024
Q2 | $1.61K | Hold |
80
| – | – | ﹤0.01% | 835 |
|
|
2024
Q1 | $1.84K | Hold |
80
| – | – | ﹤0.01% | 815 |
|
|
2023
Q4 | $2.38K | Hold |
80
| – | – | ﹤0.01% | 773 |
|
|
2023
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 767 |
|
|
2023
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 761 |
|
|
2022
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 713 |
|
|
2022
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 675 |
|
|
2022
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 694 |
|