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Mirabella Financial Services’s Invesco Water Resources ETF PHO Stock Holding History

Mirabella Financial Services’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,992
Closed -$281K – 565
2023
Q2 		$281K Buy
+4,992
New +$267K 0.03% 379

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Mirabella Financial Services's PHO Position: Q3 2023 in Review

Mirabella Financial Services sold out of Invesco Water Resources ETF (PHO) in Q3 2023, closing a stake of 4,992 shares — an estimated $281K sold.

Mirabella Financial Services first reported a position in PHO in Q2 2023 and held it in 1 quarter. The position peaked at $281K in Q2 2023. 314 funds tracked by Wall St. Rank hold PHO as of Q3 2023.

  • Mirabella Financial Services reported no remaining Invesco Water Resources ETF position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 4,992 Invesco Water Resources ETF shares in Q3 2023, an estimated $281K.
  • Mirabella Financial Services first reported a position in Invesco Water Resources ETF in Q2 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Invesco Water Resources ETF position peaked at $281K in Q2 2023.
  • 314 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.