Invesco Water Resource Port shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $401k | 5.7k | 70.41 |
| 2025-09-30 | $434k | 6.0k | 72.11 |
| 2025-06-30 | $421k | 6.0k | 69.91 |
| 2025-03-31 | $400k | 6.2k | 64.52 |
| 2024-12-31 | $408k | 6.2k | 65.79 |
| 2024-06-30 | $395k | 6.2k | 63.82 |
| 2024-03-31 | $413k | 6.2k | 66.57 |
| 2023-12-31 | $386k | 6.3k | 60.86 |
| 2023-09-30 | $336k | 6.3k | 52.97 |
| 2023-06-30 | $358k | 6.3k | 56.39 |
| 2023-03-31 | $339k | 6.3k | 53.35 |
| 2022-12-31 | $327k | 6.3k | 51.54 |
| 2022-09-30 | $290k | 6.3k | 45.70 |
| 2022-06-30 | $293k | 6.3k | 46.17 |
| 2022-03-31 | $336k | 6.3k | 52.95 |
| 2021-12-31 | $395k | 6.5k | 60.77 |
| 2021-09-30 | $356k | 6.5k | 54.77 |
| 2021-06-30 | $348k | 6.5k | 53.54 |
| 2021-03-31 | $321k | 6.5k | 49.38 |
| 2020-12-31 | $302k | 6.5k | 46.46 |
| 2020-09-30 | $258k | 6.5k | 39.69 |
| 2020-06-30 | $236k | 6.5k | 36.31 |
| 2020-03-31 | $206k | 6.6k | 31.31 |
| 2019-12-31 | $254k | 6.6k | 38.61 |
| 2019-09-30 | $242k | 6.6k | 36.78 |
More positions owned by Graves-Light Private Wealth Management
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