AllSquare 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
Q2 | $273K | Hold |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $275K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $204K | Hold |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $193K | Hold |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $199K | Hold |
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|
2021
Q2 | $195K | Buy |
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|
2021
Q1 | $128K | Sell |
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|
2020
Q4 | $150K | Hold |
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|
2020
Q3 | $128K | Hold |
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|
2020
Q2 | $118K | Hold |
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|
2020
Q1 | $101K | Sell |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $214K | Hold |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $198K | Hold |
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|
2018
Q4 | $165K | Buy |
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|
2018
Q3 | $141K | Hold |
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|
2018
Q2 | $133K | Buy |
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|
2018
Q1 | $119K | Hold |
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|
2017
Q4 | $118K | Hold |
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|
2017
Q3 | $111K | Hold |
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|
2017
Q2 | $105K | Hold |
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|
2017
Q1 | $102K | Hold |
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|
2016
Q4 | $96K | Hold |
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|
2016
Q3 | $96K | Hold |
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|
2016
Q2 | $92K | Hold |
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|
2016
Q1 | $86K | Hold |
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|
2015
Q4 | $85K | Hold |
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|
2015
Q3 | $80K | Hold |
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|
2015
Q2 | $97K | Hold |
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|
2015
Q1 | $97K | Hold |
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|
2014
Q4 | $100K | Buy |
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