Clearview Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-53
| Closed | -$3.01K | – | 476 |
|
2023
Q2 | $3.01K | Hold |
53
| – | – | ﹤0.01% | 487 |
|
2023
Q1 | $2.84K | Hold |
53
| – | – | ﹤0.01% | 489 |
|
2022
Q4 | $2.74K | Buy |
53
+1
| +2% | +$52 | ﹤0.01% | 457 |
|
2022
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 497 |
|
2022
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 504 |
|
2022
Q1 | $3K | Sell |
52
-300
| -85% | -$17.3K | ﹤0.01% | 499 |
|
2021
Q4 | $21K | Sell |
352
-1
| -0.3% | -$60 | 0.01% | 329 |
|
2021
Q3 | $19K | Sell |
353
-59
| -14% | -$3.18K | 0.01% | 345 |
|
2021
Q2 | $22K | Hold |
412
| – | – | 0.01% | 328 |
|
2021
Q1 | $20K | Hold |
412
| – | – | 0.01% | 330 |
|
2020
Q4 | $19K | Buy |
+412
| New | +$19K | 0.01% | 307 |
|