WealthShield 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
2026 Q1	$3.92K	Hold	124	–	–	﹤0.01%	561
2025 Q4	$3.79K	Hold	124	–	–	﹤0.01%	533
2025 Q3	$3.58K	Hold	124	–	–	﹤0.01%	533
2025 Q2	$2.47K	Hold	124	–	–	﹤0.01%	537
2025 Q1	$1.95K	Hold	124	–	–	﹤0.01%	525
2024 Q4	$2.48K	Hold	124	–	–	﹤0.01%	477
2024 Q3	$2.48K	Hold	124	–	–	﹤0.01%	475
2024 Q2	$2.5K	Hold	124	–	–	﹤0.01%	452
2024 Q1	$2.86K	Hold	124	–	–	﹤0.01%	454
2023 Q4	$3.69K	Hold	124	–	–	﹤0.01%	453
2023 Q3	$3.9K	Hold	124	–	–	﹤0.01%	462
2023 Q2	$4.97K	Hold	124	–	–	﹤0.01%	464
2023 Q1	$5.01K	Buy	+124	New	+$5.22K	﹤0.01%	460
2021 Q2	–	Sell	-225	Closed	-$22K	–	1041
2021 Q1	$22K	Buy	+225	New	+$25.7K	﹤0.01%	645