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Schrum Private Wealth Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Schrum Private Wealth Management’s Portfolio CGW Stock Details CGW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,150
Closed -$315K – 131
2024
Q3 		$315K Buy
5,150
+1,435
+39% +$87.8K 0.16% 122
2024
Q2 		$205K Hold
3,715
– – 0.19% 126
2024
Q1 		$206K Buy
+3,715
New +$206K 0.19% 130