Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-21,066
| Closed | -$1.58M | – | 3156 |
|
|
2020
Q4 | $1.58M | Buy |
21,066
+130
| +0.6% | +$9.77K | 0.07% | 244 |
|
|
2020
Q3 | $1.23M | Buy |
20,936
+20,317
| +3,282% | +$1.19M | 0.06% | 256 |
|
|
2020
Q2 | $30K | Hold |
619
| – | – | ﹤0.01% | 1333 |
|
|
2020
Q1 | $23K | Hold |
619
| – | – | ﹤0.01% | 1341 |
|
|
2019
Q4 | $31K | Hold |
619
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q3 | $28K | Buy |
+619
| New | +$28K | ﹤0.01% | 1169 |
|