QWM
QP Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,846
| Closed | -$454K | – | 81 |
|
|
2022
Q3 | $454K | Sell |
9,846
-174
| -2% | -$8.02K | 0.65% | 35 |
|
|
2022
Q2 | $463K | Sell |
10,020
-700
| -7% | -$32.3K | 0.63% | 36 |
|
|
2022
Q1 | $568K | Buy |
10,720
+45
| +0.4% | +$2.38K | 0.63% | 39 |
|
|
2021
Q4 | $649K | Buy |
+10,675
| New | +$649K | 0.69% | 39 |
|