Laurel Wealth Planning’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $561K | Hold |
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|
2022
Q3 | $572K | Hold |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $857K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.74M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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