TRUE Private Wealth Advisors’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
Q1 | – | Sell |
-435
| Closed | -$20K | – | 569 |
|
|
2020
Q4 | $20K | Hold |
435
| – | – | ﹤0.01% | 451 |
|
|
2020
Q3 | $17K | Buy |
435
+1
| +0.2% | +$39 | ﹤0.01% | 426 |
|
|
2020
Q2 | $15K | Hold |
434
| – | – | ﹤0.01% | 437 |
|
|
2020
Q1 | $13K | Buy |
434
+1
| +0.2% | +$30 | ﹤0.01% | 416 |
|
|
2019
Q4 | $16K | Buy |
+433
| New | +$16K | ﹤0.01% | 526 |
|
|
2019
Q3 | – | Sell |
-432
| Closed | -$15K | – | 582 |
|
|
2019
Q2 | $15K | Buy |
+432
| New | +$15K | ﹤0.01% | 494 |
|
|
2018
Q4 | – | Sell |
-431
| Closed | -$13.7K | – | 731 |
|
|
2018
Q3 | $13.7K | Buy |
+431
| New | +$13.7K | ﹤0.01% | 684 |
|