Creative Planning’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
Q2 | – | Sell |
-3,624
| Closed | -$223K | – | 2268 |
|
|
2022
Q1 | $223K | Buy |
+3,624
| New | +$223K | ﹤0.01% | 1821 |
|
|
2017
Q3 | – | Sell |
-211
| Closed | -$8K | – | 2374 |
|
|
2017
Q2 | $8K | Hold |
211
| – | – | ﹤0.01% | 3688 |
|
|
2017
Q1 | $8K | Hold |
211
| – | – | ﹤0.01% | 3664 |
|
|
2016
Q4 | $7K | Hold |
211
| – | – | ﹤0.01% | 3682 |
|
|
2016
Q3 | $7K | Hold |
211
| – | – | ﹤0.01% | 3643 |
|
|
2016
Q2 | $6K | Hold |
211
| – | – | ﹤0.01% | 3469 |
|
|
2016
Q1 | $6K | Hold |
211
| – | – | ﹤0.01% | 3435 |
|
|
2015
Q4 | $6K | Hold |
211
| – | – | ﹤0.01% | 3519 |
|
|
2015
Q3 | $6K | Buy |
+211
| New | +$6K | ﹤0.01% | 3462 |
|
|
2015
Q2 | – | Sell |
-211
| Closed | -$6K | – | 1605 |
|
|
2015
Q1 | $6K | Hold |
211
| – | – | ﹤0.01% | 3398 |
|
|
2014
Q4 | $6K | Hold |
211
| – | – | ﹤0.01% | 3330 |
|
|
2014
Q3 | $6K | Hold |
211
| – | – | ﹤0.01% | 3135 |
|
|
2014
Q2 | $7K | Hold |
211
| – | – | ﹤0.01% | 2965 |
|
|
2014
Q1 | $7K | Hold |
211
| – | – | ﹤0.01% | 2859 |
|
|
2013
Q4 | $7K | Hold |
211
| – | – | ﹤0.01% | 2712 |
|
|
2013
Q3 | $6K | Hold |
211
| – | – | ﹤0.01% | 2655 |
|
|
2013
Q2 | $5K | Buy |
+211
| New | +$5K | ﹤0.01% | 2537 |
|