Winthrop Advisory Group’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 |
-7,500
| Closed | -$276K | – | 94 |
|
|
2018
Q4 | $276K | Hold |
7,500
| – | – | 0.14% | 60 |
|
|
2018
Q3 | $327K | Hold |
7,500
| – | – | 0.18% | 59 |
|
|
2018
Q2 | $316K | Hold |
7,500
| – | – | 0.21% | 55 |
|
|
2018
Q1 | $319K | Hold |
7,500
| – | – | 0.22% | 56 |
|
|
2017
Q4 | $324K | Buy |
+7,500
| New | +$324K | 0.23% | 60 |
|