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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.58K | Hold |
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|
2025
Q2 | $2.47K | Hold |
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|
2025
Q1 | $1.95K | Hold |
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|
2024
Q4 | $2.48K | Hold |
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|
2024
Q3 | $2.48K | Hold |
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|
2024
Q2 | $2.5K | Hold |
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|
2024
Q1 | $2.86K | Hold |
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|
2023
Q4 | $3.69K | Hold |
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|
2023
Q3 | $3.9K | Hold |
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|
2023
Q2 | $4.97K | Hold |
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|
2023
Q1 | $5.01K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $22K | Buy |
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