WealthShield Partners’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 | $44K | Hold |
1,035
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $40.2K | Sell |
1,035
-10
| -1% | -$388 | 0.01% | 419 |
|
|
2024
Q4 | $42.3K | Sell |
1,045
-59
| -5% | -$2.39K | 0.01% | 386 |
|
|
2024
Q3 | $49.8K | Hold |
1,104
| – | – | 0.01% | 387 |
|
|
2024
Q2 | $43.6K | Sell |
1,104
-170
| -13% | -$6.71K | 0.01% | 362 |
|
|
2024
Q1 | $53.8K | Buy |
1,274
+269
| +27% | +$11.4K | 0.01% | 349 |
|
|
2023
Q4 | $47.6K | Buy |
1,005
+70
| +7% | +$3.32K | 0.01% | 363 |
|
|
2023
Q3 | $41.4K | Buy |
935
+98
| +12% | +$4.34K | 0.01% | 380 |
|
|
2023
Q2 | $41K | Buy |
837
+119
| +17% | +$5.83K | 0.01% | 391 |
|
|
2023
Q1 | $35.3K | Buy |
+718
| New | +$35.3K | 0.01% | 395 |
|