WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47K | Hold |
124
| – | – | ﹤0.01% | 536 |
|
|
2025
Q1 | $1.95K | Hold |
124
| – | – | ﹤0.01% | 522 |
|
|
2024
Q4 | $2.48K | Hold |
124
| – | – | ﹤0.01% | 477 |
|
|
2024
Q3 | $2.48K | Hold |
124
| – | – | ﹤0.01% | 473 |
|
|
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 | $4.98K | Hold |
124
| – | – | ﹤0.01% | 464 |
|
|
2023
Q1 | $5.01K | Buy |
+124
| New | +$5.01K | ﹤0.01% | 460 |
|
|
2021
Q2 | – | Sell |
-225
| Closed | -$22K | – | 1040 |
|
|
2021
Q1 | $22K | Buy |
+225
| New | +$22K | ﹤0.01% | 644 |
|