EWM
Evercore Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,500
| Closed | -$63K | – | 476 |
|
|
2017
Q4 | $63K | Hold |
1,500
| – | – | ﹤0.01% | 543 |
|
|
2017
Q3 | $62K | Buy |
+1,500
| New | +$62K | ﹤0.01% | 543 |
|
|
2016
Q2 | – | Sell |
-325
| Closed | -$10K | – | 1022 |
|
|
2016
Q1 | $10K | Hold |
325
| – | – | ﹤0.01% | 805 |
|
|
2015
Q4 | $10K | Hold |
325
| – | – | ﹤0.01% | 850 |
|
|
2015
Q3 | $9K | Hold |
325
| – | – | ﹤0.01% | 848 |
|
|
2015
Q2 | $10K | Hold |
325
| – | – | ﹤0.01% | 902 |
|
|
2015
Q1 | $10K | Buy |
+325
| New | +$10K | ﹤0.01% | 859 |
|
|
2014
Q4 | – | Sell |
-325
| Closed | -$10K | – | 893 |
|
|
2014
Q3 | $10K | Hold |
325
| – | – | ﹤0.01% | 816 |
|
|
2014
Q2 | $11K | Sell |
325
-65
| -17% | -$2.2K | ﹤0.01% | 823 |
|
|
2014
Q1 | $13K | Sell |
390
-615
| -61% | -$20.5K | ﹤0.01% | 803 |
|
|
2013
Q4 | $32K | Hold |
1,005
| – | – | ﹤0.01% | 618 |
|
|
2013
Q3 | $30K | Buy |
1,005
+185
| +23% | +$5.52K | ﹤0.01% | 628 |
|
|
2013
Q2 | $21K | Buy |
+820
| New | +$21K | ﹤0.01% | 654 |
|