J.P. Morgan Private 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
Q1 | – | Sell |
-4,237
| Closed | -$202K | – | 1963 |
|
|
2022
Q4 | $202K | Sell |
4,237
-1,309
| -24% | -$62.5K | ﹤0.01% | 1823 |
|
|
2022
Q3 | $270K | Buy |
5,546
+15
| +0.3% | +$730 | ﹤0.01% | 1698 |
|
|
2022
Q2 | $297K | Buy |
5,531
+300
| +6% | +$16.1K | ﹤0.01% | 1653 |
|
|
2022
Q1 | $321K | Buy |
5,231
+751
| +17% | +$46.1K | ﹤0.01% | 1723 |
|
|
2021
Q4 | $299K | Buy |
4,480
+939
| +27% | +$62.7K | ﹤0.01% | 1749 |
|
|
2021
Q3 | $224K | Hold |
3,541
| – | – | ﹤0.01% | 1812 |
|
|
2021
Q2 | $245K | Buy |
+3,541
| New | +$245K | ﹤0.01% | 1757 |
|