Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $14.1K | Hold |
296
| – | – | ﹤0.01% | 667 |
|
|
2022
Q3 | $14K | Hold |
296
| – | – | ﹤0.01% | 635 |
|
|
2022
Q2 | $16K | Hold |
296
| – | – | ﹤0.01% | 622 |
|
|
2022
Q1 | $18K | Sell |
296
-336
| -53% | -$20.4K | ﹤0.01% | 622 |
|
|
2021
Q4 | $42K | Hold |
632
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $40K | Hold |
632
| – | – | ﹤0.01% | 486 |
|
|
2021
Q2 | $44K | Hold |
632
| – | – | ﹤0.01% | 475 |
|
|
2021
Q1 | $48K | Hold |
632
| – | – | ﹤0.01% | 443 |
|
|
2020
Q4 | $47K | Hold |
632
| – | – | ﹤0.01% | 434 |
|
|
2020
Q3 | $37K | Hold |
632
| – | – | ﹤0.01% | 424 |
|
|
2020
Q2 | $31K | Sell |
632
-201
| -24% | -$9.86K | ﹤0.01% | 424 |
|
|
2020
Q1 | $31K | Hold |
833
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $42K | Buy |
833
+235
| +39% | +$11.8K | ﹤0.01% | 410 |
|
|
2019
Q3 | $27K | Sell |
598
-177
| -23% | -$7.99K | ﹤0.01% | 425 |
|
|
2019
Q2 | $35K | Hold |
775
| – | – | ﹤0.01% | 414 |
|
|
2019
Q1 | $33K | Hold |
775
| – | – | ﹤0.01% | 442 |
|
|
2018
Q4 | $29K | Hold |
775
| – | – | ﹤0.01% | 435 |
|
|
2018
Q3 | $34K | Buy |
775
+362
| +88% | +$15.9K | ﹤0.01% | 420 |
|
|
2018
Q2 | $17K | Hold |
413
| – | – | ﹤0.01% | 515 |
|
|
2018
Q1 | $18K | Buy |
413
+71
| +21% | +$3.09K | ﹤0.01% | 491 |
|
|
2017
Q4 | $14K | Hold |
342
| – | – | ﹤0.01% | 549 |
|
|
2017
Q3 | $14K | Buy |
342
+75
| +28% | +$3.07K | ﹤0.01% | 558 |
|
|
2017
Q2 | $10K | Buy |
+267
| New | +$10K | ﹤0.01% | 572 |
|