Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,257
| Closed | -$156K | – | 650 |
|
|
2021
Q2 | $156K | Hold |
2,257
| – | – | 0.09% | 177 |
|
|
2021
Q1 | $170K | Hold |
2,257
| – | – | 0.11% | 169 |
|
|
2020
Q4 | $169K | Sell |
2,257
-265
| -11% | -$19.8K | 0.12% | 161 |
|
|
2020
Q3 | $147K | Hold |
2,522
| – | – | 0.12% | 161 |
|
|
2020
Q2 | $143K | Buy |
2,522
+328
| +15% | +$18.6K | 0.11% | 171 |
|
|
2020
Q1 | $82K | Hold |
2,194
| – | – | 0.08% | 202 |
|
|
2019
Q4 | $110K | Buy |
+2,194
| New | +$110K | 0.09% | 202 |
|