WP
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WealthPLAN Partners’s Invesco Water Resources ETF PHO Stock Holding History

WealthPLAN Partners’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-300
Closed -$7.75K – 354
2017
Q1 		$7.75K Buy
+300
New +$7.66K 0.03% 300
2016
Q3 		$13.3K Sell
550
-550
-50% -$13.3K ﹤0.01% 555
2016
Q2 		$13K Buy
+1,100
New +$25.2K ﹤0.01% 1626

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