WR Wealth Planners’s Invesco Global Water ETF PIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.3K | Hold |
417
| – | – | 0.01% | 516 |
|
|
2024
Q3 | $18K | Hold |
417
| – | – | 0.01% | 513 |
|
|
2024
Q2 | $16.9K | Sell |
417
-150
| -26% | -$6.07K | 0.01% | 472 |
|
|
2024
Q1 | $24.5K | Buy |
+567
| New | +$24.5K | 0.01% | 423 |
|
|
2023
Q4 | – | Sell |
-567
| Closed | -$19.2K | – | 669 |
|
|
2023
Q3 | $19.2K | Hold |
567
| – | – | 0.01% | 431 |
|
|
2023
Q2 | $20.3K | Hold |
567
| – | – | 0.01% | 430 |
|
|
2023
Q1 | $19.8K | Buy |
+567
| New | +$19.8K | 0.01% | 432 |
|