Game Plan Financial Advisors’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
Q1 | – | Sell |
-12,457
| Closed | -$758K | – | 115 |
|
|
2021
Q4 | $758K | Buy |
12,457
+4,277
| +52% | +$260K | 0.41% | 58 |
|
|
2021
Q3 | $448K | Hold |
8,180
| – | – | 0.27% | 67 |
|
|
2021
Q2 | $438K | Buy |
8,180
+450
| +6% | +$24.1K | 0.26% | 68 |
|
|
2021
Q1 | $383K | Buy |
7,730
+25
| +0.3% | +$1.24K | 0.25% | 71 |
|
|
2020
Q4 | $358K | Buy |
+7,705
| New | +$358K | 0.25% | 67 |
|