Invesco Water Resource Port shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Invesco Water Resource Port
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All positions including Invesco Water Resource Port held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Invesco Water Resource Port by TruWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $281k | 4.2k | 66.57 |
2023-12-31 | $256k | 4.2k | 60.86 |
2023-09-30 | $249k | 4.7k | 53.18 |
2023-06-30 | $244k | 4.3k | 56.40 |
2023-03-31 | $211k | 4.0k | 53.35 |
2022-12-31 | $204k | 4.0k | 51.54 |