Invesco Water Resource Port shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $770k | 11k | 70.54 |
| 2024-06-30 | $720k | 11k | 64.91 |
| 2024-03-31 | $880k | 13k | 66.57 |
| 2023-12-31 | $984k | 16k | 60.86 |
| 2023-09-30 | $1.4M | 26k | 53.18 |
| 2023-06-30 | $1.1M | 20k | 56.39 |
| 2023-03-31 | $1.0M | 20k | 53.35 |
| 2022-12-31 | $411k | 8.0k | 51.54 |
| 2022-09-30 | $264k | 5.8k | 45.82 |
| 2022-06-30 | $246k | 5.3k | 46.15 |
| 2022-03-31 | $303k | 5.7k | 53.06 |
| 2021-12-31 | $374k | 6.1k | 60.88 |
| 2021-09-30 | $307k | 5.6k | 54.78 |
| 2021-06-30 | $202k | 3.8k | 53.54 |
| 2021-03-31 | $151k | 3.1k | 49.25 |
| 2020-03-31 | $62k | 2.0k | 31.30 |
| 2019-12-31 | $76k | 2.0k | 38.40 |
| 2019-09-30 | $42k | 1.1k | 36.75 |
| 2019-06-30 | $31k | 860 | 36.05 |
| 2019-03-31 | $22k | 640 | 34.38 |
| 2018-12-31 | $18k | 640 | 28.12 |
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