AG
Appleton Group’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,719
| Closed | -$210K | – | 36 |
|
|
2023
Q2 | $210K | Buy |
+3,719
| New | +$210K | 0.29% | 35 |
|
|
2023
Q1 | – | Sell |
-4,471
| Closed | -$230K | – | 44 |
|
|
2022
Q4 | $230K | Buy |
+4,471
| New | +$230K | 0.34% | 35 |
|
|
2022
Q1 | – | Sell |
-4,905
| Closed | -$298K | – | 54 |
|
|
2021
Q4 | $298K | Sell |
4,905
-884
| -15% | -$53.7K | 0.3% | 41 |
|
|
2021
Q3 | $317K | Buy |
5,789
+326
| +6% | +$17.9K | 0.27% | 36 |
|
|
2021
Q2 | $292K | Buy |
+5,463
| New | +$292K | 0.22% | 44 |
|