Wealthcare Advisory Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $617K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $569K | Buy |
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|
2023
Q1 | $562K | Buy |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $97K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $14K | Buy |
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|
2019
Q1 | $7K | Sell |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $11K | Buy |
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|
2018
Q2 | $5K | Hold |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $5K | Buy |
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