Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-152
| Closed | -$5K | – | 105 |
|
|
2017
Q1 | $5K | Hold |
152
| – | – | ﹤0.01% | 77 |
|
|
2016
Q4 | $5K | Hold |
152
| – | – | ﹤0.01% | 102 |
|
|
2016
Q3 | $5K | Hold |
152
| – | – | ﹤0.01% | 183 |
|
|
2016
Q2 | $5K | Hold |
152
| – | – | ﹤0.01% | 189 |
|
|
2016
Q1 | $5K | Hold |
152
| – | – | ﹤0.01% | 191 |
|
|
2015
Q4 | $4K | Hold |
152
| – | – | ﹤0.01% | 252 |
|
|
2015
Q3 | $4K | Hold |
152
| – | – | ﹤0.01% | 284 |
|
|
2015
Q2 | $5K | Hold |
152
| – | – | ﹤0.01% | 207 |
|
|
2015
Q1 | $5K | Hold |
152
| – | – | ﹤0.01% | 235 |
|
|
2014
Q4 | $4K | Hold |
152
| – | – | ﹤0.01% | 264 |
|
|
2014
Q3 | $4K | Hold |
152
| – | – | ﹤0.01% | 246 |
|
|
2014
Q2 | $5K | Hold |
152
| – | – | ﹤0.01% | 164 |
|
|
2014
Q1 | $5K | Hold |
152
| – | – | ﹤0.01% | 165 |
|
|
2013
Q4 | $5K | Hold |
152
| – | – | ﹤0.01% | 230 |
|
|
2013
Q3 | $4K | Hold |
152
| – | – | ﹤0.01% | 182 |
|
|
2013
Q2 | $4K | Buy |
+152
| New | +$4K | ﹤0.01% | 204 |
|