Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Hold |
2,040
| – | – | ﹤0.01% | 705 |
|
|
2025
Q1 | $79K | Sell |
2,040
-246
| -11% | -$9.53K | ﹤0.01% | 692 |
|
|
2024
Q4 | $92K | Sell |
2,286
-512
| -18% | -$20.6K | ﹤0.01% | 628 |
|
|
2024
Q3 | $126K | Sell |
2,798
-99
| -3% | -$4.46K | 0.01% | 545 |
|
|
2024
Q2 | $114K | Hold |
2,897
| – | – | 0.01% | 549 |
|
|
2024
Q1 | $122K | Buy |
2,897
+99
| +4% | +$4.17K | 0.01% | 518 |
|
|
2023
Q4 | $132K | Buy |
2,798
+1,750
| +167% | +$82.6K | 0.01% | 488 |
|
|
2023
Q3 | $46K | Buy |
+1,048
| New | +$46K | ﹤0.01% | 620 |
|