Vontobel Swiss 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,175
| Closed | -$255K | – | 64 |
|
|
2018
Q4 | $255K | Sell |
7,175
-1,340
| -16% | -$47.6K | 0.19% | 63 |
|
|
2018
Q3 | $357K | Buy |
8,515
+550
| +7% | +$23.1K | 0.21% | 57 |
|
|
2018
Q2 | $335K | Buy |
7,965
+1,425
| +22% | +$59.9K | 0.19% | 57 |
|
|
2018
Q1 | $281K | Buy |
6,540
+251
| +4% | +$10.8K | 0.15% | 66 |
|
|
2017
Q4 | $266K | Buy |
+6,289
| New | +$266K | 0.16% | 70 |
|