Wealthfront Advisers’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 | $491K | Sell |
24,644
-3,794
| -13% | -$75.6K | ﹤0.01% | 798 |
|
|
2025
Q1 | $448K | Buy |
28,438
+5,206
| +22% | +$81.9K | ﹤0.01% | 791 |
|
|
2024
Q4 | $465K | Sell |
23,232
-2,088
| -8% | -$41.8K | ﹤0.01% | 788 |
|
|
2024
Q3 | $507K | Buy |
25,320
+2,722
| +12% | +$54.5K | ﹤0.01% | 764 |
|
|
2024
Q2 | $455K | Buy |
22,598
+486
| +2% | +$9.79K | ﹤0.01% | 755 |
|
|
2024
Q1 | $510K | Sell |
22,112
-2,345
| -10% | -$54.1K | ﹤0.01% | 730 |
|
|
2023
Q4 | $727K | Buy |
24,457
+4,588
| +23% | +$136K | ﹤0.01% | 646 |
|
|
2023
Q3 | $624K | Buy |
19,869
+1,854
| +10% | +$58.3K | ﹤0.01% | 654 |
|
|
2023
Q2 | $723K | Buy |
18,015
+1,286
| +8% | +$51.6K | ﹤0.01% | 615 |
|
|
2023
Q1 | $676K | Buy |
16,729
+1,477
| +10% | +$59.7K | ﹤0.01% | 597 |
|
|
2022
Q4 | $585K | Buy |
15,252
+4,697
| +45% | +$180K | ﹤0.01% | 608 |
|
|
2022
Q3 | $509K | Buy |
10,555
+3,394
| +47% | +$164K | ﹤0.01% | 591 |
|
|
2022
Q2 | $327K | Buy |
7,161
+1,259
| +21% | +$57.5K | ﹤0.01% | 667 |
|
|
2022
Q1 | $384K | Buy |
5,902
+1,197
| +25% | +$77.9K | ﹤0.01% | 677 |
|
|
2021
Q4 | $336K | Buy |
4,705
+1,297
| +38% | +$92.6K | ﹤0.01% | 656 |
|
|
2021
Q3 | $263K | Buy |
+3,408
| New | +$263K | ﹤0.01% | 639 |
|