Crestwood Advisors Group’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
Q1 | – | Sell |
-4,560
| Closed | -$304K | – | 296 |
|
|
2021
Q4 | $304K | Sell |
4,560
-2,264
| -33% | -$151K | 0.01% | 252 |
|
|
2021
Q3 | $432K | Buy |
6,824
+859
| +14% | +$54.4K | 0.01% | 203 |
|
|
2021
Q2 | $413K | Buy |
+5,965
| New | +$413K | 0.01% | 202 |
|
|
2021
Q1 | – | Sell |
-3,534
| Closed | -$266K | – | 266 |
|
|
2020
Q4 | $266K | Buy |
+3,534
| New | +$266K | 0.01% | 228 |
|