Summit Place Financial 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
2021
Q2
Sell
-2,915
Closed -$220K 105
2021
Q1
$220K Buy
2,915
+150
+5% +$11.3K 0.18% 99
2020
Q4
$208K Sell
2,765
-1,330
-32% -$100K 0.18% 83
2020
Q3
$240K Buy
+4,095
New +$240K 0.24% 78