B. Riley Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,214
| Closed | -$227K | – | 1473 |
|
|
2022
Q2 | $227K | Sell |
4,214
-138
| -3% | -$7.43K | 0.01% | 993 |
|
|
2022
Q1 | $268K | Sell |
4,352
-51
| -1% | -$3.14K | 0.01% | 1067 |
|
|
2021
Q4 | $294K | Buy |
4,403
+70
| +2% | +$4.67K | 0.01% | 1089 |
|
|
2021
Q3 | $275K | Sell |
4,333
-173
| -4% | -$11K | 0.01% | 1088 |
|
|
2021
Q2 | $312K | Buy |
+4,506
| New | +$312K | 0.01% | 1005 |
|
|
2015
Q1 | – | Sell |
-350
| Closed | -$10 | – | 988 |
|
|
2014
Q4 | $10 | Buy |
+350
| New | +$10 | ﹤0.01% | 2858 |
|
|
2014
Q3 | – | Sell |
-350
| Closed | -$11.5K | – | 1011 |
|
|
2014
Q2 | $11.5K | Buy |
+350
| New | +$11.5K | ﹤0.01% | 1725 |
|