Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
34,623
+9,375
| +37% | +$203K | ﹤0.01% | 1911 |
|
|
2025
Q1 | $397K | Buy |
25,248
+11,271
| +81% | +$177K | ﹤0.01% | 2195 |
|
|
2024
Q4 | $280K | Buy |
13,977
+319
| +2% | +$6.38K | ﹤0.01% | 2410 |
|
|
2024
Q3 | $274K | Buy |
13,658
+887
| +7% | +$17.8K | ﹤0.01% | 2220 |
|
|
2024
Q2 | $257K | Sell |
12,771
-1,520
| -11% | -$30.6K | ﹤0.01% | 2088 |
|
|
2024
Q1 | $329K | Sell |
14,291
-1,751
| -11% | -$40.4K | ﹤0.01% | 1856 |
|
|
2023
Q4 | $477K | Sell |
16,042
-1,106
| -6% | -$32.9K | ﹤0.01% | 1532 |
|
|
2023
Q3 | $539K | Buy |
+17,148
| New | +$539K | ﹤0.01% | 1382 |
|