BTR Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

BTR Capital Management’s Portfolio PHO Stock Details PHO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$955K	Sell
2022 Q2	$981K	Sell
2022 Q1	$1.14M	Sell
2021 Q4	$1.44M	Sell
2021 Q3	$1.51M	Sell
2021 Q2	$1.48M	Sell
2021 Q1	$1.37M	Hold
2020 Q4	$1.29M	Sell
2020 Q3	$1.15M	Sell
2020 Q2	$1.06M	Sell
2020 Q1	$956K	Sell
2019 Q4	$1.21M	Hold
2019 Q3	$1.14M	Sell
2019 Q2	$1.12M	Sell
2019 Q1	$1.08M	Sell
2018 Q4	$900K	Buy
2018 Q3	$920K	Hold
2018 Q2	$874K	Sell
2018 Q1	$1.22M	Sell
2017 Q4	$1.32M	Sell
2017 Q3	$1.38M	Sell
2017 Q2	$1.32M	Sell
2017 Q1	$1.31M	Sell
2016 Q4	$1.44M	Hold
2016 Q3	$1.44M	Sell
2016 Q2	$1.41M	Sell
2016 Q1	$1.4M	Sell
2015 Q4	$1.55M	Sell
2015 Q3	$1.51M	Sell
2015 Q2	$1.9M	Buy
2015 Q1	$1.89M	Buy
2014 Q4	$1.8M	Sell
2014 Q3	$1.76M	Sell
2014 Q2	$1.95M	Hold
2014 Q1	$1.96M	Sell
2013 Q4	$1.94M	Sell
2013 Q3	$1.81M	Sell
2013 Q2	$1.75M	Buy