Retirement Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,026
| Closed | -$317K | – | 80 |
|
|
2024
Q3 | $317K | Buy |
+7,026
| New | +$317K | 0.12% | 58 |
|
|
2023
Q4 | – | Sell |
-16,041
| Closed | -$710K | – | 72 |
|
|
2023
Q3 | $710K | Buy |
16,041
+10,607
| +195% | +$470K | 0.33% | 34 |
|
|
2023
Q2 | $266K | Buy |
5,434
+298
| +6% | +$14.6K | 0.12% | 55 |
|
|
2023
Q1 | $252K | Buy |
+5,136
| New | +$252K | 0.12% | 39 |
|