Invesco Water Resource Port shares owned by New England Capital Financial Advisors
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by New England Capital Financial Advisors
from 13F filings
Historical chart of New England Capital Financial Advisors investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by New England Capital Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 273 | 72.15 |
| 2025-06-30 | $19k | 273 | 69.86 |
| 2025-03-31 | $18k | 272 | 64.61 |
| 2024-12-31 | $18k | 272 | 65.79 |
| 2024-09-30 | $19k | 272 | 70.44 |
| 2024-06-30 | $18k | 271 | 65.01 |
| 2024-03-31 | $18k | 271 | 66.58 |
| 2023-12-31 | $17k | 271 | 60.81 |
| 2023-09-30 | $14k | 270 | 53.23 |
| 2023-06-30 | $15k | 270 | 56.39 |
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