AA
Apriem Advisors’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-325
| Closed | -$10K | – | 312 |
|
|
2018
Q2 | $10K | Buy |
+325
| New | +$10K | ﹤0.01% | 428 |
|
|
2017
Q2 | – | Sell |
-325
| Closed | -$8K | – | 434 |
|
|
2017
Q1 | $8K | Hold |
325
| – | – | ﹤0.01% | 438 |
|
|
2016
Q4 | $8K | Hold |
325
| – | – | ﹤0.01% | 461 |
|
|
2016
Q3 | $8K | Hold |
325
| – | – | ﹤0.01% | 427 |
|
|
2016
Q2 | $8K | Hold |
325
| – | – | ﹤0.01% | 434 |
|
|
2016
Q1 | $7K | Sell |
325
-200
| -38% | -$4.31K | ﹤0.01% | 407 |
|
|
2015
Q4 | $11K | Hold |
525
| – | – | ﹤0.01% | 367 |
|
|
2015
Q3 | $11K | Hold |
525
| – | – | ﹤0.01% | 355 |
|
|
2015
Q2 | $13K | Hold |
525
| – | – | ﹤0.01% | 387 |
|
|
2015
Q1 | $13K | Hold |
525
| – | – | ﹤0.01% | 383 |
|
|
2014
Q4 | $14K | Hold |
525
| – | – | 0.01% | 345 |
|
|
2014
Q3 | $13K | Hold |
525
| – | – | 0.01% | 354 |
|
|
2014
Q2 | $14K | Hold |
525
| – | – | 0.01% | 308 |
|
|
2014
Q1 | $14K | Hold |
525
| – | – | 0.01% | 331 |
|
|
2013
Q4 | $14K | Hold |
525
| – | – | 0.01% | 327 |
|
|
2013
Q3 | $13K | Hold |
525
| – | – | 0.01% | 328 |
|
|
2013
Q2 | $12K | Buy |
+525
| New | +$12K | 0.01% | 314 |
|