BAM
Baldrige Asset Management’s Invesco Water Resources ETF PHO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $49K | Hold |
915
| – | – | 0.02% | 176 |
|
2022
Q4 | $47K | Hold |
915
| – | – | 0.02% | 178 |
|
2022
Q3 | $42K | Hold |
915
| – | – | 0.02% | 173 |
|
2022
Q2 | $42K | Hold |
915
| – | – | 0.02% | 178 |
|
2022
Q1 | $49K | Hold |
915
| – | – | 0.02% | 179 |
|
2021
Q4 | $56K | Hold |
915
| – | – | 0.02% | 162 |
|
2021
Q3 | $50K | Hold |
915
| – | – | 0.02% | 163 |
|
2021
Q2 | $49K | Buy |
+915
| New | +$49K | 0.02% | 168 |
|