Sigma Planning Corp’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
Q2 | – | Sell |
-3,394
| Closed | -$209K | – | 1317 |
|
|
2022
Q1 | $209K | Buy |
3,394
+39
| +1% | +$2.4K | 0.01% | 1220 |
|
|
2021
Q4 | $224K | Buy |
3,355
+1
| +0% | +$67 | 0.01% | 1215 |
|
|
2021
Q3 | $212K | Sell |
3,354
-82
| -2% | -$5.18K | 0.01% | 1225 |
|
|
2021
Q2 | $238K | Buy |
+3,436
| New | +$238K | 0.01% | 1180 |
|
|
2021
Q1 | – | Sell |
-2,971
| Closed | -$223K | – | 1328 |
|
|
2020
Q4 | $223K | Buy |
+2,971
| New | +$223K | 0.01% | 1030 |
|