BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $22.9K | Buy |
468
+3
| +0.6% | +$147 | ﹤0.01% | 559 |
|
|
2023
Q1 | $22.8K | Hold |
465
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $22.2K | Buy |
465
+1
| +0.2% | +$48 | ﹤0.01% | 558 |
|
|
2022
Q3 | $23K | Buy |
464
+1
| +0.2% | +$50 | ﹤0.01% | 541 |
|
|
2022
Q2 | $25K | Buy |
463
+3
| +0.7% | +$162 | ﹤0.01% | 522 |
|
|
2022
Q1 | $28K | Hold |
460
| – | – | ﹤0.01% | 539 |
|
|
2021
Q4 | $31K | Hold |
460
| – | – | ﹤0.01% | 538 |
|
|
2021
Q3 | $29K | Buy |
460
+1
| +0.2% | +$63 | ﹤0.01% | 534 |
|
|
2021
Q2 | $32K | Buy |
459
+58
| +14% | +$4.04K | ﹤0.01% | 537 |
|
|
2021
Q1 | $30K | Buy |
401
+1
| +0.3% | +$75 | ﹤0.01% | 538 |
|
|
2020
Q4 | $30K | Buy |
+400
| New | +$30K | ﹤0.01% | 408 |
|
|
2019
Q2 | – | Sell |
-75
| Closed | -$3K | – | 630 |
|
|
2019
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 472 |
|
|
2018
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 529 |
|
|
2018
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 542 |
|
|
2018
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 468 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$3K | – | 475 |
|
|
2017
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 465 |
|