WMS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $647K | Hold |
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|
2022
Q4 | $613K | Hold |
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|
2022
Q3 | $771K | Hold |
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|
2022
Q2 | $731K | Hold |
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|
2022
Q1 | $1.04M | Hold |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.24M | Hold |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.48M | Hold |
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|
2020
Q4 | $1.55M | Hold |
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|
2020
Q3 | $912K | Sell |
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|
2020
Q2 | $813K | Hold |
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|
2020
Q1 | $536K | Buy |
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