Wealth Enhancement Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
11,327
+3,596
| +47% | +$157K | ﹤0.01% | 2224 |
|
|
2025
Q1 | $300K | Hold |
7,731
| – | – | ﹤0.01% | 2434 |
|
|
2024
Q4 | $313K | Sell |
7,731
-314
| -4% | -$12.7K | ﹤0.01% | 2331 |
|
|
2024
Q3 | $363K | Sell |
8,045
-3,013
| -27% | -$136K | ﹤0.01% | 2031 |
|
|
2024
Q2 | $436K | Sell |
11,058
-125
| -1% | -$4.93K | ﹤0.01% | 1729 |
|
|
2024
Q1 | $473K | Buy |
11,183
+1
| +0% | +$42 | ﹤0.01% | 1621 |
|
|
2023
Q4 | $528K | Sell |
11,182
-12,597
| -53% | -$595K | ﹤0.01% | 1466 |
|
|
2023
Q3 | $1.05M | Buy |
+23,779
| New | +$1.05M | ﹤0.01% | 1072 |
|
|
2022
Q3 | – | Sell |
-40,469
| Closed | -$2.24M | – | 341 |
|
|
2022
Q2 | $2.24M | Sell |
40,469
-1,939
| -5% | -$107K | 0.03% | 197 |
|
|
2022
Q1 | $2.69M | Buy |
42,408
+4,840
| +13% | +$307K | 0.04% | 174 |
|
|
2021
Q4 | $2.24M | Buy |
37,568
+19,967
| +113% | +$1.19M | 0.03% | 166 |
|
|
2021
Q3 | $1.22M | Buy |
+17,601
| New | +$1.22M | 0.02% | 200 |
|