SFPG
Stonebridge Financial Planning Group’s Invesco Global Water ETF PIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,725
| Closed | -$178K | – | 295 |
|
|
2021
Q4 | $178K | Buy |
4,725
+2
| +0% | +$75 | 0.09% | 127 |
|
|
2021
Q3 | $198K | Sell |
4,723
-498
| -10% | -$20.9K | 0.1% | 123 |
|
|
2021
Q2 | $213K | Buy |
5,221
+1
| +0% | +$41 | 0.11% | 119 |
|
|
2021
Q1 | $197K | Buy |
5,220
+1
| +0% | +$38 | 0.12% | 111 |
|
|
2020
Q4 | $182K | Buy |
5,219
+1
| +0% | +$35 | 0.12% | 110 |
|
|
2020
Q3 | $171K | Hold |
5,218
| – | – | 0.12% | 99 |
|
|
2020
Q2 | $151K | Buy |
5,218
+3
| +0.1% | +$87 | 0.13% | 103 |
|
|
2020
Q1 | $132K | Buy |
5,215
+1,600
| +44% | +$40.5K | 0.13% | 102 |
|
|
2019
Q4 | $112K | Buy |
+3,615
| New | +$112K | 0.1% | 123 |
|