WJWM
PBW icon

Williams Jones Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Williams Jones Wealth Management’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,643
Closed -$237K – 601
2022
Q1 		$237K Buy
+3,643
New +$237K ﹤0.01% 455