Invesco Water Resource Port shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $337k | 4.8k | 70.54 |
| 2024-06-30 | $248k | 3.8k | 64.91 |
| 2024-03-31 | $215k | 3.2k | 66.58 |
| 2023-12-31 | $197k | 3.2k | 60.86 |
| 2023-09-30 | $172k | 3.2k | 53.17 |
| 2023-06-30 | $182k | 3.2k | 56.40 |
| 2023-03-31 | $173k | 3.2k | 53.35 |
| 2022-12-31 | $167k | 3.2k | 51.53 |
| 2022-09-30 | $151k | 3.3k | 45.85 |
| 2022-06-30 | $142k | 3.1k | 46.06 |
| 2022-03-31 | $163k | 3.1k | 52.87 |
| 2021-12-31 | $188k | 3.1k | 60.98 |
| 2021-09-30 | $169k | 3.1k | 54.82 |