Evoke Wealth’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,292
| Closed | -$59K | – | 919 |
|
|
2022
Q3 | $59K | Hold |
1,292
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $60K | Hold |
1,292
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $69K | Hold |
1,292
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $79K | Buy |
1,292
+592
| +85% | +$36.2K | ﹤0.01% | 475 |
|
|
2021
Q3 | $38K | Hold |
700
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $37K | Hold |
700
| – | – | ﹤0.01% | 562 |
|
|
2021
Q1 | $35K | Buy |
700
+400
| +133% | +$20K | ﹤0.01% | 499 |
|
|
2020
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 535 |
|
|
2020
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 534 |
|
|
2020
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 541 |
|
|
2020
Q1 | $9.4K | Buy |
+300
| New | +$9.4K | ﹤0.01% | 512 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$11K | – | 1414 |
|
|
2019
Q3 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 797 |
|