Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $37K | Buy |
1,500
+1,100
| +275% | +$27.1K | 0.01% | 296 |
|
|
2014
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 368 |
|
|
2014
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 390 |
|
|
2013
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 381 |
|
|
2013
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 385 |
|
|
2013
Q2 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 389 |
|