Evercore Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $63K | Hold |
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|
2017
Q3 | $62K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $10K | Hold |
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|
2015
Q3 | $9K | Hold |
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|
2015
Q2 | $10K | Hold |
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|
2015
Q1 | $10K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $10K | Hold |
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|
2014
Q2 | $11K | Sell |
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|
2014
Q1 | $13K | Sell |
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|
2013
Q4 | $32K | Hold |
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|
2013
Q3 | $30K | Buy |
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|
2013
Q2 | $21K | Buy |
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