Caldwell Trust’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-188
|
|
||||
|
2024
Q4 | $7.6K | Hold |
188
|
|
||||
|
2024
Q3 | $8.48K | Sell |
188
-1
|
|
||||
|
2024
Q2 | $7.46K | Hold |
189
|
|
||||
|
2024
Q1 | $7.99K | Hold |
189
|
|
||||
|
2023
Q4 | $8.93K | Hold |
189
|
|
||||
|
2023
Q3 | $8.37K | Hold |
189
|
|
||||
|
2023
Q2 | $9.26K | Hold |
189
|
|
||||
|
2023
Q1 | $9.28K | Hold |
189
|
|
||||
|
2022
Q4 | $9.03K | Hold |
189
|
|
||||
|
2022
Q3 | $9.21K | Hold |
189
|
|
||||
|
2022
Q2 | $10.1K | Hold |
189
|
|
||||
|
2022
Q1 | $11.6K | Hold |
189
|
|
||||
|
2021
Q4 | $12.6K | Hold |
189
|
|
||||
|
2021
Q3 | $12K | Hold |
189
|
|
||||
|
2021
Q2 | $13.1K | Buy |
+189
|
|