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Essential Planning’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Essential Planning’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-58,500
Closed -$3.43M – 109
2024
Q4 		$3.43M Buy
+58,500
New +$3.43M 0.02% 145