Ironwood Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-532
| Closed | -$40K | – | 49 |
|
|
2020
Q4 | $40K | Sell |
532
-184
| -26% | -$13.8K | 0.02% | 37 |
|
|
2020
Q3 | $35K | Hold |
716
| – | – | 0.03% | 31 |
|
|
2020
Q2 | $35K | Sell |
716
-50
| -7% | -$2.44K | 0.03% | 31 |
|
|
2020
Q1 | $29K | Buy |
766
+18
| +2% | +$681 | 0.02% | 36 |
|
|
2019
Q4 | $37K | Hold |
748
| – | – | 0.03% | 40 |
|
|
2019
Q3 | $33K | Hold |
748
| – | – | 0.02% | 44 |
|
|
2019
Q2 | $34K | Hold |
748
| – | – | 0.03% | 46 |
|
|
2019
Q1 | $32K | Hold |
748
| – | – | 0.03% | 45 |
|
|
2018
Q4 | $28K | Hold |
748
| – | – | 0.03% | 42 |
|
|
2018
Q3 | $33K | Buy |
748
+82
| +12% | +$3.62K | 0.03% | 41 |
|
|
2018
Q2 | $28K | Buy |
+666
| New | +$28K | 0.03% | 39 |
|
|
2017
Q3 | $28K | Buy |
+666
| New | +$28K | 0.03% | 44 |
|