High Net Worth Advisory Group’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,008
| Closed | -$51.9K | – | 468 |
|
|
2022
Q4 | $51.9K | Hold |
1,008
| – | – | 0.02% | 321 |
|
|
2022
Q3 | $46K | Sell |
1,008
-300
| -23% | -$13.7K | 0.02% | 344 |
|
|
2022
Q2 | $60K | Hold |
1,308
| – | – | 0.02% | 296 |
|
|
2022
Q1 | $69K | Hold |
1,308
| – | – | 0.03% | 298 |
|
|
2021
Q4 | $80K | Buy |
+1,308
| New | +$80K | 0.03% | 285 |
|