HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-60
| Closed | -$2.66K | – | 760 |
|
|
2023
Q3 | $2.66K | Sell |
60
-40
| -40% | -$1.77K | ﹤0.01% | 697 |
|
|
2023
Q2 | $4.9K | Hold |
100
| – | – | ﹤0.01% | 656 |
|
|
2023
Q1 | $4.91K | Hold |
100
| – | – | ﹤0.01% | 644 |
|
|
2022
Q4 | $4.78K | Hold |
100
| – | – | ﹤0.01% | 537 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 634 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 589 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 545 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 500 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 461 |
|
|
2020
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 433 |
|