EWS
Evergreen Wealth Solutions’s Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF EVMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,680
| Closed | -$215K | – | 118 |
|
|
2025
Q1 | $215K | Sell |
13,680
-10,920
| -44% | -$172K | 0.15% | 98 |
|
|
2024
Q4 | $359K | Sell |
24,600
-1,400
| -5% | -$20.4K | 0.25% | 68 |
|
|
2024
Q3 | $431K | Buy |
26,000
+110
| +0.4% | +$1.82K | 0.29% | 69 |
|
|
2024
Q2 | $432K | Buy |
25,890
+5,335
| +26% | +$89K | 0.31% | 71 |
|
|
2024
Q1 | $338K | Sell |
20,555
-2,731
| -12% | -$44.9K | 0.25% | 83 |
|
|
2023
Q4 | $394K | Buy |
23,286
+2,834
| +14% | +$47.9K | 0.34% | 75 |
|
|
2023
Q3 | $392K | Buy |
20,452
+2,255
| +12% | +$43.3K | 0.4% | 71 |
|
|
2023
Q2 | $381K | Buy |
+18,197
| New | +$381K | 0.38% | 69 |
|