PS
Planned Solutions’s Invesco Water Resources ETF PHO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-553
| Closed | -$39K | – | 483 |
|
2024
Q3 | $39K | Buy |
+553
| New | +$39K | 0.02% | 326 |
|
2024
Q1 | – | Sell |
-583
| Closed | -$35.5K | – | 418 |
|
2023
Q4 | $35.5K | Buy |
+583
| New | +$35.5K | 0.02% | 319 |
|
2021
Q1 | – | Sell |
-559
| Closed | -$26K | – | 308 |
|
2020
Q4 | $26K | Hold |
559
| – | – | 0.02% | 262 |
|
2020
Q3 | $22K | Buy |
+559
| New | +$22K | 0.02% | 212 |
|