AWM
Aevitas Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-600
| Closed | -$20K | – | 270 |
|
|
2019
Q1 | $20K | Hold |
600
| – | – | 0.02% | 256 |
|
|
2018
Q4 | $17K | Hold |
600
| – | – | 0.02% | 262 |
|
|
2018
Q3 | $19K | Hold |
600
| – | – | 0.02% | 295 |
|
|
2018
Q2 | $18K | Hold |
600
| – | – | 0.02% | 287 |
|
|
2018
Q1 | $18K | Hold |
600
| – | – | 0.02% | 265 |
|
|
2017
Q4 | $18K | Buy |
+600
| New | +$18K | 0.02% | 269 |
|