Invesco Water Resource Port shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Invesco Water Resource Port
Tip: Access up to 7 years of quarterly data
All positions including Invesco Water Resource Port held by Spire Wealth Management 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 Spire Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 17k | 66.57 |
2023-12-31 | $970k | 16k | 59.53 |
2023-09-30 | $882k | 17k | 53.18 |
2023-06-30 | $924k | 16k | 56.39 |
2023-03-31 | $874k | 16k | 53.35 |
2022-12-31 | $756k | 15k | 51.55 |
2022-09-30 | $671k | 15k | 45.77 |
2022-06-30 | $791k | 17k | 46.23 |
2022-03-31 | $1.0M | 19k | 53.01 |
2021-12-31 | $1.2M | 19k | 60.87 |
2021-09-30 | $1.2M | 21k | 54.71 |
2021-06-30 | $1.1M | 21k | 53.50 |
2021-03-31 | $1.0M | 21k | 49.41 |