Jim Simons Invesco Capital Management LLC - Invesco Water Resources ETF

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$65.8

Avg closing price
Price range
Jim Simons Portfolio Stock Details (PHO)

8 Jim Simons Invesco Capital Management LLC - Invesco Water Resources ETF Trades

The first Invesco Capital Management LLC - Invesco Water Resources ETF trade was made in Q3 2021. Since then Jim Simons bought shares two more times and sold shares on five occasions. The investor completely sold their stake between Q3 2024 and Q1 2025.

Avg closing price
Price range
Sold -3.3k shares Q1 2025
Avg closing price $66.55
Price range $63.77 - $68.75
Sold 19.5% shares (-800 shares) Q4 2024
Avg closing price $69.66
Price range $65.79 - $72.14
Sold 36.9% shares (-2.4k shares) Q3 2024
Avg closing price $67.88
Price range $63.82 - $70.54
New holding (+6.5k shares) Q2 2024
Avg closing price $65.79
Price range $63.04 - $68.93
Sold -13.9k shares Q2 2022
Avg closing price $48.75
Price range $43.41 - $53.72
Increased shares by 12.1% (+1.5k shares) Q1 2022
Avg closing price $52.99
Price range $49.60 - $59.81
Sold 6.8% shares (-900 shares) Q4 2021
Avg closing price $58.13
Price range $54.71 - $60.84
New holding (+13.3k shares) Q3 2021
Avg closing price $56.76
Price range $53.80 - $59.62
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