Key Client Fiduciary Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Hold |
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|
2025
Q2 | $413K | Sell |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $365K | Buy |
|
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|
2024
Q3 | $412K | Hold |
|
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|
2024
Q2 | $372K | Sell |
|
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $347K | Buy |
|