TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $196K | Hold |
5,400
| – | – | 0.08% | 133 |
|
|
2020
Q1 | $169K | Hold |
5,400
| – | – | 0.08% | 132 |
|
|
2019
Q4 | $209K | Hold |
5,400
| – | – | 0.08% | 133 |
|
|
2019
Q3 | $198K | Hold |
5,400
| – | – | 0.09% | 133 |
|
|
2019
Q2 | $192K | Hold |
5,400
| – | – | 0.09% | 140 |
|
|
2019
Q1 | $183K | Hold |
5,400
| – | – | 0.08% | 143 |
|
|
2018
Q4 | $152K | Hold |
5,400
| – | – | 0.08% | 151 |
|
|
2018
Q3 | $172K | Hold |
5,400
| – | – | 0.08% | 149 |
|
|
2018
Q2 | $163K | Hold |
5,400
| – | – | 0.08% | 150 |
|
|
2018
Q1 | $165K | Hold |
5,400
| – | – | 0.08% | 144 |
|
|
2017
Q4 | $163K | Buy |
+5,400
| New | +$163K | 0.08% | 153 |
|