Wealthspire Advisors (New York)’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 | $294K | Sell |
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|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $615K | Buy |
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|
2024
Q1 | $553K | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $727K | Sell |
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|
2023
Q2 | $940K | Sell |
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|
2023
Q1 | $965K | Buy |
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|
2022
Q4 | $804K | Sell |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $2.01M | Buy |
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|
2021
Q4 | $2.19M | Sell |
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|
2021
Q3 | $4.38M | Sell |
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|
2021
Q2 | $5.86M | Buy |
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|
2021
Q1 | $3.2M | Buy |
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|
2020
Q4 | $1.07M | Buy |
|