LWA
Lantern Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $319K | Buy |
+5,100
| New | +$319K | 0.19% | 112 |
|
2024
Q4 | $276K | Hold |
5,100
| – | – | 0.18% | 104 |
|
2024
Q3 | $312K | Hold |
5,100
| – | – | 0.22% | 91 |
|
2024
Q2 | $282K | Hold |
5,100
| – | – | 0.2% | 94 |
|
2024
Q1 | $283K | Hold |
5,100
| – | – | 0.2% | 104 |
|
2023
Q4 | $270K | Buy |
+5,100
| New | +$270K | 0.21% | 95 |
|