TW
Transform Wealth’s Invesco S&P Global Water Index ETF CGW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $223K | Sell |
4,013
-2,590
| -39% | -$144K | 0.01% | 232 |
|
|
2024
Q4 | $358K | Buy |
6,603
+47
| +0.7% | +$2.55K | 0.02% | 202 |
|
|
2024
Q3 | $401K | Hold |
6,556
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $362K | Hold |
6,556
| – | – | 0.03% | 168 |
|
|
2024
Q1 | $364K | Sell |
6,556
-1,156
| -15% | -$64.2K | 0.03% | 171 |
|
|
2023
Q4 | $409K | Buy |
7,712
+288
| +4% | +$15.3K | 0.04% | 187 |
|
|
2023
Q3 | $345K | Sell |
7,424
-7,424
| -50% | -$345K | 0.04% | 195 |
|
|
2023
Q2 | $763K | Hold |
14,848
| – | – | 0.07% | 150 |
|
|
2023
Q1 | $740K | Buy |
+14,848
| New | +$740K | 0.07% | 144 |
|