Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,616
| Closed | -$86K | – | 2099 |
|
|
2021
Q1 | $86K | Buy |
1,616
+364
| +29% | +$19.4K | ﹤0.01% | 1431 |
|
|
2020
Q4 | $58K | Buy |
1,252
+77
| +7% | +$3.57K | ﹤0.01% | 1345 |
|
|
2020
Q3 | $47K | Hold |
1,175
| – | – | ﹤0.01% | 1239 |
|
|
2020
Q2 | $43K | Hold |
1,175
| – | – | ﹤0.01% | 1202 |
|
|
2020
Q1 | $37K | Sell |
1,175
-7,700
| -87% | -$242K | ﹤0.01% | 1152 |
|
|
2019
Q4 | $343K | Buy |
8,875
+8,375
| +1,675% | +$324K | 0.03% | 561 |
|
|
2019
Q3 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 1327 |
|