Lugano Financial Advisors SA (LFA)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,040
| Closed | -$51K | – | 192 |
|
|
2023
Q2 | $51K | Hold |
1,040
| – | – | 0.03% | 135 |
|
|
2023
Q1 | $51.1K | Hold |
1,040
| – | – | 0.04% | 89 |
|
|
2022
Q4 | $49.7K | Buy |
1,040
+255
| +32% | +$12.2K | 0.04% | 91 |
|
|
2022
Q3 | $38K | Hold |
785
| – | – | 0.03% | 89 |
|
|
2022
Q2 | $42K | Hold |
785
| – | – | 0.03% | 95 |
|
|
2022
Q1 | $48K | Hold |
785
| – | – | 0.03% | 82 |
|
|
2021
Q4 | $52K | Hold |
785
| – | – | 0.03% | 91 |
|
|
2021
Q3 | $50K | Hold |
785
| – | – | 0.03% | 83 |
|
|
2021
Q2 | $54K | Hold |
785
| – | – | 0.03% | 81 |
|
|
2021
Q1 | $59K | Buy |
+785
| New | +$59K | 0.04% | 77 |
|