Freedman Financial Associates’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
Q2 | – | Sell |
-1,000
| Closed | -$54K | – | 326 |
|
|
2022
Q1 | $54K | Hold |
1,000
| – | – | 0.04% | 185 |
|
|
2021
Q4 | $61K | Sell |
1,000
-267
| -21% | -$16.3K | 0.04% | 175 |
|
|
2021
Q3 | $69K | Hold |
1,267
| – | – | 0.05% | 158 |
|
|
2021
Q2 | $68K | Hold |
1,267
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $63K | Hold |
1,267
| – | – | 0.05% | 164 |
|
|
2020
Q4 | $59K | Buy |
+1,267
| New | +$59K | 0.05% | 160 |
|