United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,422
| Closed | -$202K | – | 1135 |
|
|
2022
Q2 | $202K | Buy |
4,422
+13
| +0.3% | +$594 | ﹤0.01% | 1060 |
|
|
2022
Q1 | $287K | Sell |
4,409
-1,692
| -28% | -$110K | ﹤0.01% | 995 |
|
|
2021
Q4 | $436K | Buy |
6,101
+2,014
| +49% | +$144K | ﹤0.01% | 898 |
|
|
2021
Q3 | $316K | Sell |
4,087
-100
| -2% | -$7.73K | ﹤0.01% | 985 |
|
|
2021
Q2 | $390K | Buy |
4,187
+1,045
| +33% | +$97.3K | ﹤0.01% | 942 |
|
|
2021
Q1 | $309K | Buy |
+3,142
| New | +$309K | ﹤0.01% | 971 |
|
|
2016
Q4 | – | Sell |
-2,396
| Closed | -$46K | – | 1302 |
|
|
2016
Q3 | $46K | Hold |
2,396
| – | – | ﹤0.01% | 1245 |
|
|
2016
Q2 | $48K | Buy |
+2,396
| New | +$48K | ﹤0.01% | 1232 |
|