Hunter Perkins Capital Management’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 |
-3,550
| Closed | -$216K | – | 90 |
|
|
2021
Q4 | $216K | Buy |
+3,550
| New | +$216K | 0.04% | 84 |
|
|
2021
Q2 | – | Sell |
-5,550
| Closed | -$274K | – | 87 |
|
|
2021
Q1 | $274K | Sell |
5,550
-400
| -7% | -$19.7K | 0.06% | 72 |
|
|
2020
Q4 | $276K | Buy |
5,950
+400
| +7% | +$18.6K | 0.05% | 150 |
|
|
2020
Q3 | $220K | Hold |
5,550
| – | – | 0.06% | 71 |
|
|
2020
Q2 | $202K | Buy |
+5,550
| New | +$202K | 0.06% | 61 |
|