UMB Bank’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
Q1 | – | Sell |
-532
| Closed | -$15.8K | – | 2172 |
|
|
2023
Q4 | $15.8K | Buy |
532
+347
| +188% | +$10.3K | ﹤0.01% | 1146 |
|
|
2023
Q3 | $5.82K | Hold |
185
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q2 | $7.42K | Hold |
185
| – | – | ﹤0.01% | 1357 |
|
|
2023
Q1 | $7.48K | Hold |
185
| – | – | ﹤0.01% | 1346 |
|
|
2022
Q4 | $7K | Hold |
185
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q3 | $9K | Hold |
185
| – | – | ﹤0.01% | 1348 |
|
|
2022
Q2 | $8K | Hold |
185
| – | – | ﹤0.01% | 1461 |
|
|
2022
Q1 | $12K | Hold |
185
| – | – | ﹤0.01% | 1438 |
|
|
2021
Q4 | $13K | Buy |
+185
| New | +$13K | ﹤0.01% | 1384 |
|