Resurgent Financial Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,148
| Closed | -$220K | – | 241 |
|
|
2023
Q4 | $220K | Sell |
4,148
-22
| -0.5% | -$1.17K | 0.14% | 155 |
|
|
2023
Q3 | $194K | Buy |
4,170
+335
| +9% | +$15.6K | 0.13% | 150 |
|
|
2023
Q2 | $197K | Buy |
3,835
+451
| +13% | +$23.2K | 0.13% | 145 |
|
|
2023
Q1 | $169K | Buy |
3,384
+678
| +25% | +$33.8K | 0.11% | 165 |
|
|
2022
Q4 | $126K | Buy |
+2,706
| New | +$126K | 0.07% | 269 |
|