Caldwell Trust’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-250
|
|
||||
|
2022
Q3 | $11.4K | Hold |
250
|
|
||||
|
2022
Q2 | $11.6K | Hold |
250
|
|
||||
|
2022
Q1 | $13.3K | Hold |
250
|
|
||||
|
2021
Q4 | $15.2K | Hold |
250
|
|
||||
|
2021
Q3 | $13.7K | Hold |
250
|
|
||||
|
2021
Q2 | $13.4K | Hold |
250
|
|
||||
|
2021
Q1 | $12.3K | Hold |
250
|
|
||||
|
2020
Q4 | $11.6K | Hold |
250
|
|
||||
|
2020
Q3 | $9.92K | Hold |
250
|
|
||||
|
2020
Q2 | $9.09K | Hold |
250
|
|
||||
|
2020
Q1 | $7.83K | Buy |
+250
|
|