Interactive Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,333
| Closed | -$337K | – | 85 |
|
|
2024
Q4 | $337K | Sell |
8,333
-1,364
| -14% | -$55.2K | 0.18% | 71 |
|
|
2024
Q3 | $438K | Sell |
9,697
-25
| -0.3% | -$1.13K | 0.23% | 64 |
|
|
2024
Q2 | $384K | Buy |
9,722
+219
| +2% | +$8.64K | 0.21% | 65 |
|
|
2024
Q1 | $402K | Sell |
9,503
-588
| -6% | -$24.9K | 0.22% | 65 |
|
|
2023
Q4 | $483K | Buy |
10,091
+1,158
| +13% | +$55.4K | 0.26% | 54 |
|
|
2023
Q3 | $396K | Buy |
8,933
+340
| +4% | +$15.1K | 0.27% | 57 |
|
|
2023
Q2 | $421K | Sell |
8,593
-526
| -6% | -$25.8K | 0.29% | 61 |
|
|
2023
Q1 | $448K | Buy |
9,119
+527
| +6% | +$25.9K | 0.29% | 58 |
|
|
2022
Q4 | $411K | Buy |
8,592
+1,686
| +24% | +$80.6K | 0.25% | 64 |
|
|
2022
Q3 | $337K | Buy |
6,906
+1,476
| +27% | +$72K | 0.2% | 69 |
|
|
2022
Q2 | $293K | Buy |
5,430
+3,709
| +216% | +$200K | 0.15% | 69 |
|
|
2022
Q1 | $109K | Buy |
1,721
+475
| +38% | +$30.1K | 0.05% | 108 |
|
|
2021
Q4 | $83K | Buy |
1,246
+15
| +1% | +$999 | 0.03% | 110 |
|
|
2021
Q3 | $78K | Sell |
1,231
-250
| -17% | -$15.8K | 0.03% | 106 |
|
|
2021
Q2 | $102K | Buy |
1,481
+39
| +3% | +$2.69K | 0.04% | 104 |
|
|
2021
Q1 | $109K | Buy |
1,442
+99
| +7% | +$7.48K | 0.05% | 101 |
|
|
2020
Q4 | $101K | Sell |
1,343
-116
| -8% | -$8.72K | 0.05% | 93 |
|
|
2020
Q3 | $86K | Sell |
1,459
-294
| -17% | -$17.3K | 0.04% | 89 |
|
|
2020
Q2 | $86K | Sell |
1,753
-2
| -0.1% | -$98 | 0.04% | 86 |
|
|
2020
Q1 | $66K | Sell |
1,755
-783
| -31% | -$29.4K | 0.06% | 63 |
|
|
2019
Q4 | $127K | Sell |
2,538
-19
| -0.7% | -$951 | 0.06% | 88 |
|
|
2019
Q3 | $114K | Sell |
2,557
-1,036
| -29% | -$46.2K | 0.05% | 84 |
|
|
2019
Q2 | $164K | Sell |
3,593
-31
| -0.9% | -$1.42K | 0.08% | 75 |
|
|
2019
Q1 | $153K | Buy |
3,624
+59
| +2% | +$2.49K | 0.07% | 66 |
|
|
2018
Q4 | $131K | Sell |
3,565
-1,005
| -22% | -$36.9K | 0.07% | 56 |
|
|
2018
Q3 | $199K | Buy |
4,570
+1,155
| +34% | +$50.3K | 0.09% | 66 |
|
|
2018
Q2 | $144K | Buy |
3,415
+2,077
| +155% | +$87.6K | 0.07% | 71 |
|
|
2018
Q1 | $57K | Sell |
1,338
-408
| -23% | -$17.4K | 0.03% | 80 |
|
|
2017
Q4 | $74K | Sell |
1,746
-109
| -6% | -$4.62K | 0.03% | 84 |
|
|
2017
Q3 | $77K | Buy |
+1,855
| New | +$77K | 0.04% | 75 |
|