Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-520
| Closed | -$14K | – | 1587 |
|
|
2019
Q1 | $14K | Hold |
520
| – | – | ﹤0.01% | 1408 |
|
|
2018
Q4 | $11K | Hold |
520
| – | – | ﹤0.01% | 1431 |
|
|
2018
Q3 | $13K | Hold |
520
| – | – | ﹤0.01% | 1439 |
|
|
2018
Q2 | $13K | Hold |
520
| – | – | ﹤0.01% | 1456 |
|
|
2018
Q1 | $13K | Hold |
520
| – | – | ﹤0.01% | 1466 |
|
|
2017
Q4 | $13K | Hold |
520
| – | – | ﹤0.01% | 1488 |
|
|
2017
Q3 | $12K | Hold |
520
| – | – | ﹤0.01% | 1514 |
|
|
2017
Q2 | $11K | Buy |
520
+280
| +117% | +$5.92K | ﹤0.01% | 1499 |
|
|
2017
Q1 | $5K | Hold |
240
| – | – | ﹤0.01% | 1523 |
|
|
2016
Q4 | $4K | Hold |
240
| – | – | ﹤0.01% | 1432 |
|
|
2016
Q3 | $5K | Hold |
240
| – | – | ﹤0.01% | 1399 |
|
|
2016
Q2 | $5K | Hold |
240
| – | – | ﹤0.01% | 1345 |
|
|
2016
Q1 | $5K | Hold |
240
| – | – | ﹤0.01% | 1345 |
|
|
2015
Q4 | $6K | Buy |
+240
| New | +$6K | ﹤0.01% | 1313 |
|