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Convergent Wealth Advisors’s Invesco Global Water ETF PIO Stock Holding History

Convergent Wealth Advisors’s Portfolio PIO Stock Details PIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-25,800
Closed -$596K – 31
2013
Q4 		$596K Hold
25,800
– – 0.1% 26
2013
Q3 		$545K Hold
25,800
– – 0.11% 23
2013
Q2 		$485K Buy
+25,800
New +$485K 0.09% 23