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Concentric Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Concentric Wealth Management’s Portfolio PIO Stock Details PIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,401
Closed -$214K – 132
2021
Q2 		$214K Buy
+5,401
New +$214K 0.07% 129
2020
Q1 		– Sell
-7,100
Closed -$219K – 124
2019
Q4 		$219K Buy
+7,100
New +$219K 0.09% 122