EWM
Evercore Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-543
| Closed | -$16K | – | 677 |
|
|
2017
Q4 | $16K | Hold |
543
| – | – | ﹤0.01% | 757 |
|
|
2017
Q3 | $15K | Hold |
543
| – | – | ﹤0.01% | 754 |
|
|
2017
Q2 | $15K | Hold |
543
| – | – | ﹤0.01% | 759 |
|
|
2017
Q1 | $14K | Hold |
543
| – | – | ﹤0.01% | 798 |
|
|
2016
Q4 | $13K | Hold |
543
| – | – | ﹤0.01% | 804 |
|
|
2016
Q3 | $13K | Hold |
543
| – | – | ﹤0.01% | 841 |
|
|
2016
Q2 | $13K | Hold |
543
| – | – | ﹤0.01% | 825 |
|
|
2016
Q1 | $12K | Sell |
543
-4,000
| -88% | -$88.4K | ﹤0.01% | 789 |
|
|
2015
Q4 | $98K | Hold |
4,543
| – | – | ﹤0.01% | 477 |
|
|
2015
Q3 | $93K | Buy |
4,543
+4,000
| +737% | +$81.9K | ﹤0.01% | 494 |
|
|
2015
Q2 | $14K | Hold |
543
| – | – | ﹤0.01% | 849 |
|
|
2015
Q1 | $14K | Buy |
+543
| New | +$14K | ﹤0.01% | 835 |
|
|
2014
Q4 | – | Sell |
-543
| Closed | -$13K | – | 953 |
|
|
2014
Q3 | $13K | Hold |
543
| – | – | ﹤0.01% | 799 |
|
|
2014
Q2 | $14K | Hold |
543
| – | – | ﹤0.01% | 793 |
|
|
2014
Q1 | $14K | Hold |
543
| – | – | ﹤0.01% | 794 |
|
|
2013
Q4 | $14K | Hold |
543
| – | – | ﹤0.01% | 732 |
|
|
2013
Q3 | $13K | Hold |
543
| – | – | ﹤0.01% | 732 |
|
|
2013
Q2 | $12K | Buy |
+543
| New | +$12K | ﹤0.01% | 710 |
|