YHB Investment Advisors’s Invesco Global Water ETF PIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $661K | Hold |
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|
2025
Q2 | $657K | Hold |
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|
2025
Q1 | $591K | Hold |
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|
2024
Q4 | $575K | Sell |
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|
2024
Q3 | $714K | Sell |
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|
2024
Q2 | $673K | Hold |
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|
2024
Q1 | $718K | Buy |
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|
2023
Q4 | $540K | Hold |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $489K | Hold |
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|
2023
Q1 | $478K | Hold |
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|
2022
Q4 | $446K | Hold |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $423K | Sell |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $589K | Buy |
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|
2021
Q3 | $507K | Sell |
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|
2021
Q2 | $514K | Hold |
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|
2021
Q1 | $495K | Hold |
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|
2020
Q4 | $452K | Hold |
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|
2020
Q3 | $411K | Hold |
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|
2020
Q2 | $372K | Hold |
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|
2020
Q1 | $317K | Hold |
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|
2019
Q4 | $400K | Hold |
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|
2019
Q3 | $361K | Sell |
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|
2019
Q2 | $388K | Hold |
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|
2019
Q1 | $375K | Hold |
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|
2018
Q4 | $322K | Hold |
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|
2018
Q3 | $358K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $401K | Sell |
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|
2017
Q4 | $427K | Hold |
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|
2017
Q3 | $408K | Sell |
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|
2017
Q2 | $398K | Hold |
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|
2017
Q1 | $390K | Hold |
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|
2016
Q4 | $349K | Hold |
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|
2016
Q3 | $374K | Sell |
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|
2016
Q2 | $381K | Hold |
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|
2016
Q1 | $371K | Sell |
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|
2015
Q4 | $376K | Sell |
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|
2015
Q3 | $371K | Sell |
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|
2015
Q2 | $472K | Hold |
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|
2015
Q1 | $458K | Hold |
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|
2014
Q4 | $456K | Hold |
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|
2014
Q3 | $452K | Hold |
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|
2014
Q2 | $487K | Hold |
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|
2014
Q1 | $483K | Hold |
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|
2013
Q4 | $459K | Sell |
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|
2013
Q3 | $435K | Sell |
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|
2013
Q2 | $447K | Buy |
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