Invesco Water Resource Port shares owned by Clarus Wealth Advisors
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Clarus Wealth Advisors
from 13F filings
Historical chart of Clarus Wealth Advisors investment in Invesco Water Resource Port
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All positions including Invesco Water Resource Port held by Clarus Wealth 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 Clarus Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $575k | 8.3k | 69.37 |
2024-06-30 | $543k | 8.4k | 64.70 |
2024-03-31 | $585k | 9.0k | 64.72 |
2023-12-31 | $552k | 9.3k | 59.05 |
2023-06-30 | $549k | 9.9k | 55.35 |
2023-03-31 | $533k | 10k | 51.57 |
2022-12-31 | $538k | 10k | 53.27 |
2022-09-30 | $415k | 8.9k | 46.58 |
2022-06-30 | $433k | 9.2k | 46.99 |
2022-03-31 | $457k | 8.7k | 52.40 |
2021-12-31 | $420k | 7.4k | 56.97 |
2021-09-30 | $437k | 7.9k | 55.25 |
2021-06-30 | $441k | 8.0k | 54.95 |
2021-03-31 | $361k | 7.1k | 50.77 |
2020-12-31 | $254k | 5.2k | 49.14 |
2020-09-30 | $215k | 5.3k | 40.67 |
2019-12-31 | $208k | 5.4k | 38.71 |
2019-09-30 | $218k | 5.9k | 36.64 |
2019-06-30 | $191k | 5.4k | 35.53 |