Next Financial Group’s Invesco ESG Revenue ETF ESGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-234
Closed -$8K 2522
2019
Q4
$8K Hold
234
﹤0.01% 1862
2019
Q3
$7K Hold
234
﹤0.01% 1843
2019
Q2
$7K Buy
+234
New +$7.28K ﹤0.01% 1812
2019
Q1
Sell
-234
Closed -$6K 2258
2018
Q4
$6K Buy
+234
New +$7.11K ﹤0.01% 1527

Next Financial Group's ESGL Position: Q1 2020 in Review

Next Financial Group sold out of Invesco ESG Revenue ETF (ESGL) in Q1 2020, closing a stake of 234 shares — an estimated $8K sold.

Next Financial Group first reported a position in ESGL in Q4 2018 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 0 funds tracked by Wall St. Rank hold ESGL as of Q1 2020.

  • Next Financial Group reported no remaining Invesco ESG Revenue ETF position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 234 Invesco ESG Revenue ETF shares in Q1 2020, an estimated $8K.
  • Next Financial Group first reported a position in Invesco ESG Revenue ETF in Q4 2018 and held it in 4 quarters.
  • Next Financial Group's Invesco ESG Revenue ETF position peaked at $8K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco ESG Revenue ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.