Invesco Water Resource Port shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $27M | 384k | 70.41 |
| 2024-12-31 | $207k | 3.1k | 67.51 |
| 2024-09-30 | $216k | 3.1k | 70.54 |
| 2024-03-31 | $233k | 3.5k | 66.56 |
| 2023-12-31 | $204k | 3.3k | 60.85 |
| 2022-03-31 | $280k | 5.3k | 53.10 |
| 2021-12-31 | $321k | 5.3k | 60.88 |
| 2021-09-30 | $253k | 4.6k | 54.70 |