Concord Wealth Partners’s Invesco S&P Global Water Index ETF CGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $863K | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $869K | Buy |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $189K | Buy |
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