BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,633
| Closed | -$76K | – | 1240 |
|
|
2020
Q4 | $76K | Hold |
1,633
| – | – | 0.01% | 316 |
|
|
2020
Q3 | $65K | Hold |
1,633
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $59K | Sell |
1,633
-638
| -28% | -$23.1K | 0.01% | 312 |
|
|
2020
Q1 | $71K | Hold |
2,271
| – | – | 0.01% | 305 |
|
|
2019
Q4 | $88K | Hold |
2,271
| – | – | 0.02% | 257 |
|
|
2019
Q3 | $83K | Hold |
2,271
| – | – | 0.02% | 268 |
|
|
2019
Q2 | $81K | Buy |
+2,271
| New | +$81K | 0.02% | 261 |
|