AWM
Activest Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1171 |
|
|
2025
Q1 | – | Sell |
-149
| Closed | -$6.04K | – | 1174 |
|
|
2024
Q4 | $6.04K | Hold |
149
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $6.74K | Hold |
149
| – | – | ﹤0.01% | 346 |
|
|
2024
Q2 | $5.88K | Hold |
149
| – | – | ﹤0.01% | 336 |
|
|
2024
Q1 | $6.28K | Buy |
149
+1
| +0.7% | +$42 | ﹤0.01% | 243 |
|
|
2023
Q4 | $7.01K | Hold |
148
| – | – | ﹤0.01% | 215 |
|
|
2023
Q3 | $6.57K | Buy |
+148
| New | +$6.57K | ﹤0.01% | 209 |
|
|
2023
Q2 | – | Sell |
-148
| Closed | -$7.15K | – | 323 |
|
|
2023
Q1 | $7.15K | Buy |
148
+1
| +0.7% | +$48 | ﹤0.01% | 187 |
|
|
2022
Q4 | $7.05K | Hold |
147
| – | – | ﹤0.01% | 332 |
|
|
2022
Q3 | $7K | Hold |
147
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $8K | Buy |
147
+1
| +0.7% | +$54 | 0.01% | 213 |
|
|
2022
Q1 | $9K | Hold |
146
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $10K | Hold |
146
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $9K | Hold |
146
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $10K | Buy |
146
+15
| +11% | +$1.03K | 0.01% | 193 |
|
|
2021
Q1 | $10K | Buy |
+131
| New | +$10K | 0.01% | 187 |
|