SOA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Buy |
373
+2
| +0.5% | +$85 | ﹤0.01% | 543 |
|
|
2025
Q1 | $14.4K | Buy |
371
+1
| +0.3% | +$39 | ﹤0.01% | 518 |
|
|
2024
Q4 | $15K | Hold |
370
| – | – | ﹤0.01% | 498 |
|
|
2024
Q3 | $16.7K | Buy |
370
+1
| +0.3% | +$45 | ﹤0.01% | 479 |
|
|
2024
Q2 | $14.5K | Buy |
369
+2
| +0.5% | +$79 | ﹤0.01% | 484 |
|
|
2024
Q1 | $15.5K | Hold |
367
| – | – | ﹤0.01% | 475 |
|
|
2023
Q4 | $17.3K | Hold |
367
| – | – | ﹤0.01% | 448 |
|
|
2023
Q3 | $16.2K | Buy |
367
+2
| +0.5% | +$89 | ﹤0.01% | 455 |
|
|
2023
Q2 | $17.9K | Buy |
365
+1
| +0.3% | +$49 | ﹤0.01% | 449 |
|
|
2023
Q1 | $17.9K | Buy |
364
+1
| +0.3% | +$49 | ﹤0.01% | 445 |
|
|
2022
Q4 | $17.4K | Hold |
363
| – | – | ﹤0.01% | 430 |
|
|
2022
Q3 | $17K | Buy |
363
+4
| +1% | +$187 | 0.01% | 412 |
|
|
2022
Q2 | $19K | Hold |
359
| – | – | 0.01% | 390 |
|
|
2022
Q1 | $22K | Hold |
359
| – | – | 0.01% | 447 |
|
|
2021
Q4 | $23K | Buy |
359
+1
| +0.3% | +$64 | 0.01% | 422 |
|
|
2021
Q3 | $22K | Buy |
358
+45
| +14% | +$2.77K | 0.01% | 438 |
|
|
2021
Q2 | $21K | Buy |
+313
| New | +$21K | 0.01% | 455 |
|
|
2021
Q1 | – | Sell |
-312
| Closed | -$25K | – | 834 |
|
|
2020
Q4 | $25K | Buy |
+312
| New | +$25K | 0.01% | 360 |
|