Bulltick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,685
| Closed | -$396K | – | 146 |
|
|
2022
Q4 | $396K | Buy |
7,685
+200
| +3% | +$10.3K | 0.11% | 84 |
|
|
2022
Q3 | $342K | Hold |
7,485
| – | – | 0.1% | 90 |
|
|
2022
Q2 | $346K | Buy |
7,485
+350
| +5% | +$16.2K | 0.09% | 91 |
|
|
2022
Q1 | $378K | Buy |
7,135
+525
| +8% | +$27.8K | 0.09% | 98 |
|
|
2021
Q4 | $402K | Buy |
6,610
+811
| +14% | +$49.3K | 0.08% | 93 |
|
|
2021
Q3 | $317K | Buy |
+5,799
| New | +$317K | 0.07% | 98 |
|