Baystate Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-704
| Closed | -$28K | – | 742 |
|
2020
Q3 | $28K | Buy |
704
+1
| +0.1% | +$40 | ﹤0.01% | 283 |
|
2020
Q2 | $26K | Buy |
703
+1
| +0.1% | +$37 | ﹤0.01% | 278 |
|
2020
Q1 | $22K | Buy |
702
+1
| +0.1% | +$31 | ﹤0.01% | 273 |
|
2019
Q4 | $27K | Hold |
701
| – | – | ﹤0.01% | 288 |
|
2019
Q3 | $26K | Buy |
+701
| New | +$26K | ﹤0.01% | 267 |
|