Wealth Management Partners’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
2021
Q2
Sell
-19,993
Closed -$1.89M 120
2021
Q1
$1.89M Buy
19,993
+12,139
+155% +$1.15M 1.41% 19
2020
Q4
$1.03M Buy
+7,854
New +$1.03M 0.81% 35