Willow Creek Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $311K | Hold |
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|
2021
Q3 | $295K | Sell |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $337K | Hold |
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|
2020
Q2 | $283K | Buy |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $411K | Buy |
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|
2019
Q2 | $418K | Sell |
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|
2019
Q1 | $391K | Hold |
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|
2018
Q4 | $341K | Hold |
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|
2018
Q3 | $404K | Sell |
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|
2018
Q2 | $394K | Sell |
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|
2018
Q1 | $404K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $330K | Sell |
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|
2016
Q1 | $340K | Hold |
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|
2015
Q4 | $332K | Hold |
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|
2015
Q3 | $298K | Hold |
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|
2015
Q2 | $344K | Sell |
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|
2015
Q1 | $342K | Sell |
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|
2014
Q4 | $332K | Buy |
|