Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54K | Hold |
154
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $5.98K | Hold |
154
| – | – | ﹤0.01% | 481 |
|
|
2024
Q4 | $6.23K | Sell |
154
-175
| -53% | -$7.08K | ﹤0.01% | 457 |
|
|
2024
Q3 | $14.8K | Buy |
329
+25
| +8% | +$1.13K | ﹤0.01% | 368 |
|
|
2024
Q2 | $12K | Hold |
304
| – | – | ﹤0.01% | 363 |
|
|
2024
Q1 | $12.8K | Hold |
304
| – | – | ﹤0.01% | 379 |
|
|
2023
Q4 | $14.4K | Buy |
304
+150
| +97% | +$7.09K | ﹤0.01% | 364 |
|
|
2023
Q3 | $6.82K | Hold |
154
| – | – | ﹤0.01% | 371 |
|
|
2023
Q2 | $7.55K | Hold |
154
| – | – | ﹤0.01% | 355 |
|
|
2023
Q1 | $7.56K | Hold |
154
| – | – | ﹤0.01% | 346 |
|
|
2022
Q4 | $7.36K | Hold |
154
| – | – | ﹤0.01% | 325 |
|
|
2022
Q3 | $8K | Hold |
154
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $8K | Buy |
+154
| New | +$8K | ﹤0.01% | 298 |
|