Mark Sheptoff Financial Planning’s Invesco S&P Global Water Index ETF CGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.8K | Hold |
|
|||||
|
2025
Q2 | $12.5K | Hold |
|
|||||
|
2025
Q1 | $11.1K | Hold |
|
|||||
|
2024
Q4 | $10.8K | Hold |
|
|||||
|
2024
Q3 | $12.2K | Hold |
|
|||||
|
2024
Q2 | $11.1K | Hold |
|
|||||
|
2024
Q1 | $11.1K | Hold |
|
|||||
|
2023
Q4 | $10.6K | Hold |
|
|||||
|
2023
Q3 | $9.3K | Hold |
|
|||||
|
2023
Q2 | $10.3K | Hold |
|
|||||
|
2023
Q1 | $9.97K | Hold |
|
|||||
|
2022
Q4 | $9.32K | Hold |
|
|||||
|
2022
Q3 | $8K | Hold |
|
|||||
|
2022
Q2 | $9K | Sell |
|
|||||
|
2022
Q1 | $1.24M | Buy |
|
|||||
|
2021
Q4 | $1.39M | Buy |
|
|||||
|
2021
Q3 | $1.15M | Buy |
|
|||||
|
2021
Q2 | $1.03M | Buy |
|