AE Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58.5K | Buy |
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|
2025
Q2 | $39.8K | Buy |
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|
2025
Q1 | $728 | Sell |
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|
2024
Q4 | $13.9K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $714K | Buy |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $208K | Sell |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $1.38M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $726K | Buy |
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|
2019
Q4 | $495K | Buy |
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