Legend Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05K | Buy |
+166
| New | +$7.05K | ﹤0.01% | 127 |
|
|
2025
Q1 | – | Sell |
-166
| Closed | -$6.71K | – | 102 |
|
|
2024
Q4 | $6.71K | Hold |
166
| – | – | ﹤0.01% | 137 |
|
|
2024
Q3 | $7.49K | Hold |
166
| – | – | 0.01% | 113 |
|
|
2024
Q2 | $6.55K | Hold |
166
| – | – | ﹤0.01% | 178 |
|
|
2024
Q1 | $7.02K | Hold |
166
| – | – | 0.01% | 149 |
|
|
2023
Q4 | $7.84K | Hold |
166
| – | – | 0.01% | 136 |
|
|
2023
Q3 | $7.35K | Hold |
166
| – | – | 0.01% | 148 |
|
|
2023
Q2 | $8.14K | Hold |
166
| – | – | 0.01% | 162 |
|
|
2023
Q1 | $8.15K | Hold |
166
| – | – | 0.01% | 167 |
|
|
2022
Q4 | $7.93K | Hold |
166
| – | – | 0.01% | 179 |
|
|
2022
Q3 | $8.09K | Buy |
+166
| New | +$8.09K | 0.01% | 161 |
|