LWP
Laurel Wealth Planning’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,943
| Closed | -$352K | – | 53 |
|
|
2023
Q3 | $352K | Sell |
7,943
-215
| -3% | -$9.53K | 0.27% | 42 |
|
|
2023
Q2 | $400K | Sell |
8,158
-3,656
| -31% | -$179K | 0.29% | 45 |
|
|
2023
Q1 | $580K | Buy |
11,814
+70
| +0.6% | +$3.44K | 0.38% | 45 |
|
|
2022
Q4 | $561K | Hold |
11,744
| – | – | 0.36% | 44 |
|
|
2022
Q3 | $572K | Hold |
11,744
| – | – | 0.42% | 44 |
|
|
2022
Q2 | $631K | Sell |
11,744
-2,204
| -16% | -$118K | 0.44% | 43 |
|
|
2022
Q1 | $857K | Sell |
13,948
-1,987
| -12% | -$122K | 0.58% | 39 |
|
|
2021
Q4 | $1.06M | Sell |
15,935
-8,193
| -34% | -$547K | 0.81% | 34 |
|
|
2021
Q3 | $1.53M | Buy |
24,128
+611
| +3% | +$38.7K | 1.23% | 23 |
|
|
2021
Q2 | $1.63M | Buy |
23,517
+480
| +2% | +$33.2K | 1.42% | 24 |
|
|
2021
Q1 | $1.74M | Buy |
23,037
+1,061
| +5% | +$80.1K | 1.59% | 22 |
|
|
2020
Q4 | $1.65M | Buy |
+21,976
| New | +$1.65M | 1.61% | 22 |
|