PFG Private Wealth Management’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 | – | Sell |
-230
| Closed | -$8.93K | – | 118 |
|
|
2025
Q1 | $8.93K | Hold |
230
| – | – | ﹤0.01% | 158 |
|
|
2024
Q4 | $9.3K | Hold |
230
| – | – | 0.01% | 137 |
|
|
2024
Q3 | $10.4K | Hold |
230
| – | – | 0.01% | 139 |
|
|
2024
Q2 | $9.08K | Hold |
230
| – | – | 0.01% | 140 |
|
|
2024
Q1 | $9.72K | Hold |
230
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $10.9K | Hold |
230
| – | – | 0.01% | 129 |
|
|
2023
Q3 | $10.2K | Hold |
230
| – | – | 0.01% | 190 |
|
|
2023
Q2 | $11.3K | Hold |
230
| – | – | 0.01% | 205 |
|
|
2023
Q1 | $11.3K | Hold |
230
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $11K | Hold |
230
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $11K | Hold |
230
| – | – | 0.01% | 185 |
|
|
2022
Q2 | $12K | Hold |
230
| – | – | 0.01% | 191 |
|
|
2022
Q1 | $14K | Hold |
230
| – | – | 0.01% | 188 |
|
|
2021
Q4 | $15K | Hold |
230
| – | – | 0.01% | 185 |
|
|
2021
Q3 | $15K | Buy |
+230
| New | +$15K | 0.01% | 176 |
|