MSFP
Mark Sheptoff Financial Planning’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-92
| Closed | -$3K | – | 382 |
|
|
2019
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 313 |
|
|
2019
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 314 |
|
|
2018
Q4 | $3K | Hold |
92
| – | – | ﹤0.01% | 298 |
|
|
2018
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 336 |
|
|
2018
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 332 |
|
|
2018
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 346 |
|
|
2017
Q4 | $3K | Hold |
92
| – | – | ﹤0.01% | 338 |
|
|
2017
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 335 |
|
|
2017
Q2 | $2K | Sell |
92
-1
| -1% | -$22 | ﹤0.01% | 338 |
|
|
2017
Q1 | $2K | Buy |
93
+1
| +1% | +$22 | ﹤0.01% | 339 |
|
|
2016
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 329 |
|
|
2016
Q3 | $2K | Hold |
92
| – | – | ﹤0.01% | 328 |
|
|
2016
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 321 |
|
|
2016
Q1 | $2K | Hold |
92
| – | – | ﹤0.01% | 318 |
|
|
2015
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 335 |
|
|
2015
Q3 | $2K | Hold |
92
| – | – | ﹤0.01% | 351 |
|
|
2015
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 330 |
|
|
2015
Q1 | $2K | Hold |
92
| – | – | ﹤0.01% | 314 |
|
|
2014
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 310 |
|
|
2014
Q3 | $2K | Hold |
92
| – | – | ﹤0.01% | 319 |
|
|
2014
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 326 |
|
|
2014
Q1 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 337 |
|