WEC
Winslow Evans & Crocker’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1K | Buy |
5,788
+23
| +0.4% | +$4 | ﹤0.01% | 1285 |
|
|
2020
Q3 | $350K | Buy |
5,765
+324
| +6% | +$19.7K | 0.09% | 208 |
|
|
2020
Q2 | $221K | Buy |
+5,441
| New | +$221K | 0.06% | 260 |
|
|
2017
Q2 | – | Sell |
-926
| Closed | -$3.7K | – | 1291 |
|
|
2017
Q1 | $3.7K | Sell |
926
-170
| -16% | -$679 | ﹤0.01% | 1074 |
|
|
2016
Q4 | $4.03K | Hold |
1,096
| – | – | ﹤0.01% | 1056 |
|
|
2016
Q3 | $4.24K | Sell |
1,096
-4,400
| -80% | -$17K | ﹤0.01% | 1090 |
|
|
2016
Q2 | $21K | Buy |
5,496
+1
| +0% | +$4 | 0.01% | 688 |
|
|
2016
Q1 | $22.2K | Sell |
5,495
-1
| -0% | -$4 | 0.01% | 676 |
|
|
2015
Q4 | $26K | Hold |
5,496
| – | – | 0.01% | 681 |
|
|
2015
Q3 | $22.5K | Sell |
5,496
-100
| -2% | -$410 | 0.01% | 689 |
|
|
2015
Q2 | $30.3K | Sell |
5,596
-200
| -3% | -$1.08K | 0.01% | 667 |
|
|
2015
Q1 | $32.3K | Hold |
5,796
| – | – | 0.01% | 632 |
|
|
2014
Q4 | $30.5K | Hold |
5,796
| – | – | 0.01% | 639 |
|
|
2014
Q3 | $36.7K | Buy |
5,796
+1
| +0% | +$6 | 0.01% | 620 |
|
|
2014
Q2 | $39.9K | Hold |
5,795
| – | – | 0.01% | 537 |
|
|
2014
Q1 | $41K | Hold |
5,795
| – | – | 0.01% | 524 |
|
|
2013
Q4 | $37K | Buy |
+5,795
| New | +$37K | 0.01% | 564 |
|